This should be a working document for the company, used in long-term planning, not simply a sales tool for fundraising.

Our reputation depends on our professionalism and our ability to maintain the trust of the businesses with whom we work. We will take great care to keep your materials confidential. Our confidential review process will also ensure that the submitted plan matches our transactional expertise, profile and scope.

While we attempt to evaluate every proposal quickly, we are intensely thorough – so please be patient if we don’t respond immediately. Typically, we respond within 7 business days. Please make sure to provide accurate contact information when making your submission.  We look forward to reviewing your plan and helping you achieve your financial and business objectives.