CONSULTING PACKAGES

Purpose: Project or concept foundation review
Includes: Structured conversation to clarify scope, identify immediate considerations, and recommend next steps.

$150

Purpose: High-level advisory evaluation
Includes: Review of submitted project materials, identification of gaps, and executive summary of insights.

Purpose: Targeted strategy and planning consultation
Includes: Deep dive discussion focusing on structure, execution strategy, and priority action items.

Purpose: Independent administrative assessment
Includes: Forensic review of core documents, risk observations, and advisory report summarizing findings.

Purpose: Customized business or project plan creation
Includes:
• Business/project documentation
• Organizational structure guidance
• Operational strategy and reporting framework
• Executive advisory deliverables

Purpose: Structured consulting for CRE projects
Includes: Feasibility insights, operational evaluation, and comprehensive advisory reporting.

Purpose: Presentation-ready investment documentation support
Includes: Narrative preparation, portfolio structuring guidance, and documentation refinement.

In-depth consulting combining forensic administrative review and executive-level strategic advisory for complex projects, portfolios, or operating businesses.

Purpose: Advisory support for Opportunity Zone project planning
Includes: Project positioning, documentation consulting, and portfolio structuring aligned with SEC-registered private equity OZ funds.