Frequently Asked Questions

We primarily serve small and mid-sized businesses across the Tri-State area, though we also work with clients nationwide. Our sweet spot is companies with $1M–$50M in annual revenue that are looking to scale, optimize operations, or navigate strategic transitions. We've worked with startups, family-owned businesses, and established enterprises.

Pricing varies based on scope, duration, and complexity. Project-based engagements typically range from $5,000 to $50,000. Monthly retainers start at $2,500/month. We always provide detailed proposals with clear pricing before any commitment. Our initial consultation is completely free.

Project-based work typically runs 4-16 weeks depending on scope. Executive workshops are 1-2 days. Many of our clients choose monthly retainers for ongoing advisory support, which continue as long as they're delivering value — some clients have been with us for over five years.

Yes. While we're based in Roselle, NJ, we work with clients both in-person and remotely. Our virtual engagements use video conferencing, collaborative tools, and digital workspaces to deliver the same quality results as on-site work. We can also do hybrid arrangements.

Three things set us apart: (1) We're practitioners, not just advisors — our team has real-world operational experience. (2) We focus on implementation, not just recommendations — we roll up our sleeves and help you execute. (3) We're right-sized — you get senior-level attention without the overhead of a large firm.

Absolutely. We help businesses prepare for funding rounds, bank loans, and investor pitches. This includes financial modeling, business plan development, pitch deck strategy, and due diligence preparation. We've helped clients secure over $120M in combined funding.

Our complimentary 30-minute strategy session includes a high-level assessment of your current business challenges, initial identification of opportunities, and a discussion of how we might be able to help. There's no obligation and no pressure — it's simply a chance to get to know each other.

Yes. Client confidentiality is fundamental to our practice. We're happy to sign NDAs before any substantive discussion. All client information is treated with strict confidentiality by default, and our engagement agreements include comprehensive confidentiality provisions.