Priority Retainer

Eight hours of dedicated advisory access per month — deal reviews, model audits, strategy calls — with priority response and no per-call fees.

$1,600/ 30 days

8 hours included · $200/hr effective rate

Deal Underwriting Review

Get a second set of eyes on your market assumptions, entry pricing, and key inputs before you commit capital.

Comp Research

Rent comp and sale comp research to validate your market thesis and support your underwritten rents and cap rates.

WHAT'S INCLUDED:

Everything you need to
underwrite with confidence

Your retainer covers the full spectrum of pre-acquisition advisory — from first-pass screening to final investment committee prep.

Rent Roll & P&L Scrubbing

Line-by-line analysis of operating statements, rent rolls, and trailing financials to catch what others miss.

Model Auditing

Logic review of your existing Excel models to ensure formulas, references, and outputs align with your deal goals.

Proforma Population

Help building out your proforma with realistic growth assumptions, expense ratios, and exit modeling.

Strategy Calls

One-on-one consultation on deal viability, debt and equity structures, partnership terms, and investment metrics.

1

Secure Your Retainer

Pay the flat $1,600 fee upfront. Your 30-day window begins immediately and you're placed in the priority queue.

HOW IT WORKS

Simple, structured, no surprises

2

Submit Your Deals

Send over models, rent rolls, OMs, or questions via email. Everything is timestamped and tracked against your 8-hour bank.

3

Priority Turnaround

Receive responses within 48 business hours. No waiting in the general queue — retainer clients come first.

4

Review & Iterate

Use your hours across calls, emails, and document reviews. Request a usage summary anytime to see where you stand.

Retainer vs. one-off sessions

The retainer gives you more hours, a lower rate, and priority access — designed for active dealmakers.

One-Hour Review

$700 per session

  • Single model review + 1-hour call

  • ~1.5 hrs prep + 1 hr call

  • Standard scheduling queue

  • Great for one-off questions

BEST VALUE

Priority Retainer

$1,600 / 30 days — $200/hr

  • 8 full hours of advisory access

  • Calls, emails, doc reviews — all included

  • 48-hour priority response guarantee

  • Ongoing deal support across multiple deals

  • Flexible usage — use hours how you need

  • Dedicated availability reserved for you

30-Day Term, No Rollover

Your 8 hours are available for 30 calendar days from your start date. Unused hours expire — plan accordingly.

Blackout Calendar

If the consultant has a scheduled absence of 2+ business days during your term, your expiration date is automatically extended.

What you should know

Full transparency on how the retainer works. No hidden clauses — just clear expectations.

Non-Refundable Commitment

Payment secures your priority slot and reserved availability. Fees are final and non-refundable regardless of usage.

Confidentiality

All deal data, models, and strategy discussions remain fully confidential. This obligation survives the end of the agreement.

Advisory Only

Covers strategic consulting, reviews, and calls. Custom model builds, formula creation, or structural changes require a separate SOW.

Hour Tracking

All hours are logged internally. You can request a usage summary at any time to see exactly where your hours have been allocated.

Common questions

  • All advisory interactions count — strategy calls, email correspondence, document and model reviews. The consultant tracks all time internally and you can request a summary anytime.

  • No. This is a "use it or lose it" arrangement. All 8 hours must be used within your 30-day term. Unused hours are forfeited at expiration.

  • The retainer covers advisory and review only. If structural changes, custom formulas, or from-scratch builds are needed, those require a separate Scope of Work with an independent fee quote.

  • Retainer clients receive a 48 business-hour response guarantee (Monday–Friday, 9 AM – 5 PM CST). Submit all inquiries via email to enter the priority queue.

  • If the consultant is unavailable for more than 2 consecutive business days during your term, your expiration date is automatically extended by the duration of the absence. Any known absences are disclosed upfront.

  • The retainer is a binding commitment for the full 30-day term. Partial usage does not entitle you to a refund or early termination. However, if the consultant terminates, a pro-rated refund for unused hours will be issued.