How we collaborate

The working model

1. 01

   Introduction

   You describe the situation and what you need. We tell you honestly whether we can help.

2. 02

   Scope agreement

   We define what we are addressing, what stays with you, and what stays outside both of our scopes.

3. 03

   Joint conversation

   Where useful, we meet with the client together so nothing is relayed secondhand.

4. 04

   Analysis and options

   We present approaches with tradeoffs, and route tax and legal questions to the right professional.

5. 05

   Report back

   You are informed of what was discussed and recommended. No surprises.

Our commitments to you

• The client relationship remains yours.
• We stay inside our scope and say so when a question exceeds it.
• We do not disparage prior work or other professionals.
• We are willing to conclude that no additional strategy is needed.