1
Intake & Confidential Assessment
Weeks 1-2- Confidential discovery call and objective alignment
- Initial data request and baseline analysis
- Risk, valuation, or coverage gap assessment
- Scope confirmation and engagement setup
Our Process
A clear, structured process from first conversation to delivery.
2
Strategy Design
Weeks 3-5- Advisory strategy and scenario modeling
- Counterparty or market mapping
- Implementation sequencing and governance plan
- Client review and decision gates
3
Execution
Weeks 6-12- Live market outreach, structuring, or implementation
- Weekly progress checkpoints and issue escalation
- Document, diligence, or carrier coordination
- Negotiation and stakeholder alignment
4
Closeout & Ongoing Oversight
Post-close- Final terms and documentation support
- Transition plan and stakeholder handoff
- Performance monitoring and review cadence
- Next-phase opportunity planning
Implementation FAQ
Most engagements launch within one to two weeks after scope alignment and data intake.
Controlled disclosures, staged outreach, and need-to-know workflows are built into execution.
Weekly operating updates and milestone summaries with explicit decision points.