Fees, process and the fine print
About fees, how the work runs and what I don’t do. If yours isn’t here, ask it on the free call.
Fees
How do you charge?
Most projects are a fixed fee written into the engagement letter. The fee follows the work: an operating agreement, a purchase review and a succession plan are each quoted on their parts. Disputes are hourly, with an estimate up front.
What isn’t in a fixed fee?
Filing fees, appraisals, other professionals you hire and, if a deal turns into a lawsuit, the litigation. I’ll tell you before anything outside the fee starts.
Do I pay for the first call?
No. The first 30 minutes are free, and there’s no obligation to hire me afterward.
Working together
How fast can you move?
It depends on the deal and my calendar, and I’ll be honest about both. If a closing date is fixed, tell me on the first call.
Can we meet at my business?
Yes, anywhere in the Treasure Valley. Seeing the shop floor often tells me more than the paperwork does.
Do you work with my accountant?
Gladly. Taxes shape almost every purchase, split and succession, and I’d rather plan with your accountant than around them.
What I don’t do
Do you handle lawsuits?
I handle negotiations and agreements, and I can help early in a dispute. If a case is headed for trial, I’ll bring in or refer you to a litigator.
Can you help with a startup raising investor money?
Venture financing isn’t my focus. I’ll point you to a lawyer who does it every week.
Your question isn’t on the list?
Ask it on a free 30-minute call.