We utilize a two-step consultative approach when serving clients and customers. Our first step involves a Client Needs Assessment which is a "No-Charge Diagnostic Service" and an opportunity for a personal and confidential exploratory one-on-one conversation.

You should anticipate that our initial meeting will be approximately 45 minutes to 1 hour. In some cases, discovery sessions will be completed in 30 minutes or less.

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The purpose of our meeting will be to identify your current need, issue or concerns, determine whether we can be of help, gather pertinent information, and get acquainted. Upon mutual agreement, we will advance the relationship to the second step involving the project estimate or proposal presentation and service agreement stage. After project proposal and/or contract acceptance, we will initiate work on your assignment or project.

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Final professional service fees are determined after the initial assessment and evaluation of your project assignment and scope of work. Our fees are based on the complexity and financial risk level of the assignment. And are established for client approval before work is begun.

For Private Consulting Assignments: In order to provide you with more flexibility in obtaining customized solutions, variable advisory and consulting project fee arrangements are offered and charged on a non-contingent fee basis (e.g., flat fee, hourly, per diem (daily), milestone, or progress payments). 

In some cases, consulting assignments may also require a non-refundable engagement fee deposit or start-up payment to begin the engagement with subsequent payments due at the middle and/or end of the consulting assignment. Client representation services are not provided on consulting engagements. 

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For Brokerage Assignments: Brokerage assignments are provided on a per-task contract basis. In compliance with the National Association of REALTORS®' Code of Ethics and Standards of Professional Practice, Standard of Practice 12-1, brokerage service commission fee arrangements are offered on a contingency fee basis (services are not "free") and charged after delivery of services and attainment of results in the sale, lease, purchase, or exchange of real property and sale or purchase of business opportunities.

Contingency fee arrangements makes it easier for clients to obtain professional brokerage sales or leasing services without having to pay hourly, up-front engagement, daily, and/or intermediate fees (progress and milestone payments) during the brokerage assignment. Essentially, clients are able to fund their sales or leasing project with the anticipated proceeds of a successful transaction closing. 

There are some instances when clients can be charged for the sales and marketing expenses, but this depends on the requirements of the specific case. Otherwise, we cover or "finance" the project's sales effort (e.g., tools and materials, signage, marketing, labor, administrative, business resources, research, and other direct costs).

By financing and managing the brokerage assignment, we are able to reduce our client's time and mitigate their financial costs in the sale, lease, or purchase of a business opportunity or real estate. Clients do not have to pay out-of-pocket project expenses nor professional service fees unless the client has a successful brokerage transaction. 

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Additionally, you will never be under any obligation to enter into a service agreement at the initial meeting or at any time during the project assessment period. As private practitioners selling personalized services and solutions and investment assets, we adhere to professional contemporary selling standards and business ethics.

We do not engage in conventional, outdated, ​​unethical, high-pressure, pushy, manipulative, deceptive, or illegal sales or business practices. We have adopted the motto: "Sales is service, and service is sales." 

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If we think we can help you in any way, we will tell you and ask for a little more time to learn more about your case or scope of work. On the other hand, if there does not seem to be a need for our services or it becomes apparent that our services are not the best solution for your wants or needs, we will tell you and recommend another service provider, if appropriate. 

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We strive to work with each of our clients and customers to understand the challenges at hand, determine the goals of the engagement and develop strategies and tactics to meet and exceed the defined objectives while at the same time operating in a relaxed and non-threatening business environment. We respect and value the abilities and perceptions of our customers and client-partners.

To get started, contact us today. We look forward to meeting with you.

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Please Note: Brokerage commissions and transaction costs, consulting fees, and other service fees may be tax deductible. Please consult your business tax professional.