From first call to finished deliverable — or funded loan — with a defined process and no surprises along the way.
Whether it's a single report, a recurring reporting cadence, or a full deal package — every engagement follows the same clear path.
Complimentary introductory call. We discuss your project, determine fit, and provide a quote and verbal proposal on the call. If we're not the right fit, we'll tell you.
An engagement letter outlining scope, deliverables, timeline, and pricing. Work begins when the letter is signed and the retainer is received.
Deep dive into the specifics: we review your materials, clarify assumptions, align on deliverable format, and confirm timeline.
We build the model or deliverable — custom for your asset, structure, and decision. Most work is completed within 24–48 hours.
We walk you through the analysis, explain methodology and assumptions, and make adjustments until it's decision-ready.
For debt placements, the process extends through funding: we review the file, give you a straight answer on financeability, package and market the deal to our lender network, then negotiate competing term sheets and stay involved through closing.
"Working with Mark was a great experience. He's been so helpful and really knows his stuff."Amanda L. Turning Tree Properties
Pricing depends on scope and complexity. Straightforward projects receive flat-fee quotes; complex or evolving engagements are billed hourly. Financing compensation is discussed openly on the first call.
Yes. The initial consultation call is complimentary. We use it to understand your project, determine fit, and provide a quote.
Immediately. Once the engagement agreement is signed and the retainer is received, we schedule the discovery call and begin work.
24 to 48 hours for most deliverables. Complex models may take one to two weeks in rare cases. Recurring engagements run on an agreed cadence.
We are flexible. If scope changes, we discuss the adjustment and update the quote accordingly. No surprises.
Yes. Every engagement includes a review and revision period. We want you fully satisfied with the final deliverable.
Yes. Beyond analysis, we broker commercial real estate debt. We can model the deal, stress-test the financing, and then take it to our lender network in one engagement.
Yes — for real estate brokers we produce BOVs and sell-side materials entirely under your brand. Confidentiality is structural to that product.
We accept wire transfer and ACH. A retainer is collected before work begins; the balance is due on delivery.
Schedule a complimentary consultation. We'll scope the work and quote it on the call.
Schedule a ConsultationNo commitment. No pressure. Just a straight conversation.