The Method

15 deliverables, four sequential stages

Not a service menu. An ordered process, built so the three places raises fail are closed before they cost you a relationship.

03

Match

Closes the Fit Gap

A curated, reasoned target list beats a large one. Every name carries a stated reason for fit — stage, sector, cheque size, portfolio logic — or it does not go on the list.

Open match
04

Close

Closes the Follow-Through Gap

Interest is not capital. This stage exists because most advisory relationships end exactly where the hardest work begins — between a good meeting and money in the account.

Open close

Start with the diagnosis

Ninety seconds now is cheaper than a quarter spent pitching a business that wasn’t ready.