Engagement Models

Pick the model that matches your deal flow

Most firms start with a fixed-price deliverable on one live mandate, then move to a pod or dedicated team once the pipeline justifies it.

What lands, and when

Market standard for a mid-market quality of earnings is three to four weeks. That is the window we work to for full scope — what differs is how early you see something usable.

Stage	Deliverable	What it contains
72 hours	First-cut databook	Trial balance loaded, monthly P&L and balance sheet built, obvious gaps in the data set flagged. Enough to steer an IC conversation or decide whether to keep going.
Week 1	Reconciled core schedules	Bank, revenue and payroll tied to source. Working capital and net debt schedules drafted. First red-flag list issued.
Weeks 2–3	Full analytical pack	Normalised EBITDA with supported add-backs, revenue quality and customer concentration analysis, working capital peg and seasonality, net debt and debt-like items.
Weeks 3–4	Report and senior review	Findings drafted, senior review gate passed, management questions closed out, final pack delivered in your template.

Market standard for a mid-market quality of earnings is three to four weeks, and that is the window we work to for a full scope. What differs is that you see a usable databook in the first 72 hours instead of waiting three weeks for the first draft — so if the deal is going to die on the numbers, it dies cheaply.

Why this matters: a first cut in 72 hours is not a finished quality of earnings and we will not present it as one. It is enough to steer an investment committee conversation, size the remaining work, or conclude the deal is not worth pursuing — before you have spent three weeks finding that out.

What every model includes

• NDA-first confidentiality before any data moves.
• Senior-led execution — not a junior pyramid with a review stamp.
• Excel databooks with linked, auditable schedules and visible formulas.
• Source-to-summary reconciliation so every number ties back.
• A 2–3 page executive note covering red flags and opportunities.
• Work delivered in your templates and under your branding when you need it.

Frequently asked questions

Do you require a minimum number of hours or seats?

No. Fixed-Project and On-Demand work carry no minimum. Only the Dedicated Team model has a three-month commitment, because we hire and train specifically for it.

Can we trial you before committing to a team?

That is the intended path. Most firms start with one fixed-price deliverable on a live mandate, judge the output, then decide on a pod or a dedicated team.

How fast can you start on a live deal?

Work begins within 48–72 hours of a signed NDA and data access, and you see a first-cut databook in the first 72 hours of work. A full-scope quality of earnings runs 3–4 weeks, which is market standard — the difference is how early you see something usable MVP.

Will the work carry our branding?

Yes. On white-label engagements we deliver in your templates under your brand, and we do not contact your client.