Scope of Engagement
First, we listen carefully to what our client's needs are to develop a mutuallyagreed upon, compre-hensive scope of engagement, establish deliver-ables, and set a reason-able timeline to accom-plish these objectives.
We schedule regular communications to assure you are provided with exactly what is nec-essary for you to take ap-propriate action for a successful outcome.
Next, we determine and gather the information necessary to get a tho-rough understanding of the matter under review.
This may include port-folios, financial disclosure, regulatory notifications, procedure manuals, corres-pondence, memorandum, investment mandates and any other material offering the details, perspective, con-text and depth for us to most completely under-stand and best frame the issue.
All information is kept confidential.
Then we analyze all the data and related informa-tion provided.
We look at the issue from all perspectives that might be pertinent to forming the best solution or solutions, including financial, compliance, op-erations, procedures and processes.
Present and Recommend
Finally, we prepare and present a C-Suite / Board Level Presentation and Report based on the original scope of the engagement.
Our recommendations are prioritized to address immediate concerns and set forth a plan to with readily implement next steps to resolve the defined issue.