Principles
Long-term partnership
We work under ongoing agreements, so that our advice follows the business through each stage rather than ending with a single report.
Selective engagement
We review every enquiry and take on only the work we can support properly. Not every request results in an engagement.
Confidentiality
Client identities and the content of our work are kept confidential, during and after each engagement.
Continuity
Each client works with the same advisors over time, so that context is not lost between decisions.
From enquiry to engagement
Enquiry
You contact us with a short outline of your business and what you are looking for.
Initial conversation
We meet to understand your situation and explain how we work.
Review
We consider internally whether we can support you well, and let you know the outcome.
Advisory agreement
If we proceed, we agree the scope, terms and fees in a written agreement.
Ongoing advisory
Advisory begins and continues under the agreement, with regular review.