Discuss the project
Describe your project stage, financing objective and available information.

Start with a project discussion, establish fit and agree the work before moving into a mandate.

Confidentiality, scope, the responsible team, applicable permissions and fees are established before the work begins.
Describe your project stage, financing objective and available information.
Assess readiness, conflicts, capacity and the expertise required for the mandate.
Confirm the operating entity, responsible professionals, deliverables, fees and milestones.
Use the agreed work plan and workspace to track analysis, evidence, decisions and actions.
Readiness assessments and advisory work are scoped and quoted. Retainers, milestone fees or transaction-linked remuneration, where applicable and permitted, must be agreed explicitly. Financing outcomes are not guaranteed and third-party costs are separately disclosed.
Start with your project stage, financing objective and the decisions you need to make.