
Engagement plans, transparently priced.
Three plans matched to common engagement profiles. Custom scope is welcome — every engagement letter is written for the specific situation.
Plans matched to the work in front of you.
Three plans shaped to common engagement profiles — each written into a specific engagement letter. Custom scope is always welcome, and notarial services are offered as a courtesy to the public.
Diagnostic
A single, written read of the business.
Begin diagnostic$4,500one-timeWhat’s included- Two- to four-week engagement
- Founder + leadership interviews
- Three-statement read of the business
- Written one-page diagnostic
- Recommended next steps
- Single follow-up working session
- Recommended
Standing Advisory
Standing principal-level counsel.
Schedule scoping call$9,500/monthWhat’s included- Bi-weekly working sessions
- Quarterly written strategic review
- Operating-cadence design + tracking
- Capital-strategy framing on demand
- Direct access to the principal
- Document execution + notarial work
- Reply within one business day
Family Office
Multi-entity advisory and execution.
Request a fit-call$18,500/monthWhat’s included- Everything in Standing Advisory
- Multi-entity capital framework
- Board / family-council facilitation
- Succession + transition planning
- Transaction-side advisory
- Loan-signing + closing notarial work
- Quarterly on-site strategic review
- Coordinated counsel across advisors
All engagements begin with a no-obligation scoping call. Custom scope (case studies, transaction-side advisory) is quoted separately. Prices in USD. Notarial services are provided as a courtesy to the public, with no charge for the notarization itself; only travel and reasonable out-of-pocket expenses may apply for mobile appointments.
The plans are prices. This is the model.
Whichever plan fits, every engagement moves through the same disciplined sequence — written before it is executed.
- 01
Scoping call
Every engagement opens with a no-obligation call to understand the situation, the decision in front of you, and whether the practice is the right fit.
- 02
Engagement letter
Scope, sequence, cadence, and fee are put in writing before any work begins. You know exactly what is in scope — and what is not.
- 03
The work
Principal-led sessions on the agreed cadence. Recommendations are reconciled to the cash flow, the balance sheet, and the calendar.
- 04
Review & continuity
Written strategic review at the agreed interval. Scope changes are decided and documented, never assumed into the relationship.
What every plan shares.
Some things do not change with the plan. They are the standard the practice is signed against, regardless of scope or fee.
Direct access to the principal
Every engagement is led by Dr. David T. Randolph. No associate hand-off, no broken thread between counsel and execution.
Written scope before work begins
Scope, sequence, and outcomes are defined and agreed in an engagement letter — so the work is measured against something specific.
Reconciled to cash and calendar
Recommendations agree with the operating account and the timeline. Strategy that does not reconcile is not treated as strategy.
Document execution included
Notarial work is provided as a courtesy to the public, with no charge for the notarization itself — the same advisor closes the documents the engagement produces.
Discretion by default
What is shared in counsel stays in counsel. An NDA is signed on request, whether or not one is already in place.
Replies within one business day
Correspondence is answered in writing, from the principal, within one business day.
“Effective consulting transforms complex challenges into structured decisions, practical strategies, and opportunities for sustainable improvement.”
Plain answers on engagements.
Clear answers to the questions clients tend to ask about the plans, what is included, and how an engagement actually works.
Every engagement begins with a single, careful conversation — directly with the principal, with no obligation.
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