We first have to understand your requirements and we do this by meeting with you in one or two meetings that are no cost to you. If we believe that our Group can help you, we will then prepare an Engagement Agreement and a Project Outline for you to review.

We first prepare an Activity Outline that details the major items that we have jointly agreed must be completed. Next we prepare an Engagement Agreement, which is a contract that describes what our Group agrees to do, by what approximate date, and the price structure. The Engagement Agreement also provides you with certain options as well--the idea is avoid surprises for either you or our Group. We will review both the Activity Outline and the Engagement Agreement with you so that we have agreement on the work to be performed and related issues. If you accept our proposal you will sign the Engagement Agreement, which references and incorporates the Activity Outline.

Payments methods:

• If we can define the scope of the project in sufficient detail, we will provide you with a firm fixed price Engagement Agreement. If we misjudge the time required, there is no additional charge to you.
  
  
• If we are unable to define the activities necessary for the project and their related times for their completion, our Engagement Agreement is based upon an hourly rate. Often with Finance and Stock Business Plans we will fix the price of developing the plan but we are unable to define the amount of time required to assist you in securing the funding required and that portion of our Engagement Agreement is based on an hourly rate.
  
  
• We offer flexible monthly plans that allow you to purchase, at various discounted rates, blocks of time. Each plan allows for the use of flexible hours, more in one month and less in another, but never losing the value you purchased.
  
  
• We may also require a partial payment in the form of a nominal amount of equity in your company. In some situations we may require a Success Award at the completion of funding. All of our payment agreements are detailed in our Engagement Agreement.