What to expect if we work together — how engagements start, how I communicate, and how fees work.
This isn't a sales pitch. It's meant to help you decide, quickly, whether this is the right fit.
See what to expect ↓There's no associate handling the first draft and no partner you only hear from at the end of a matter. The person reviewing your documents is the same person you're talking to.
You'll also get a conclusion, not just an issue list. Practical advice means telling you what I'd do in your position — not handing back a memo that identifies every theoretical risk and leaves you to sort out what actually matters.
My clients range from founders building something new to owners of established companies. What they have in common is that the decisions in front of them matter.
Whether you're building something new or running an established company, if the decisions carry weight, I can help.
Investors and developers managing acquisitions, leases, and projects.
Companies balancing ownership, family dynamics, and long-term planning.
Owners, principals, and executives who value responsiveness and judgment.
A brief intake describing your business and what you need help with.
I review it and let you know quickly whether it's a good fit — for you and for me.
If it's a fit, we sign a clear engagement letter covering scope and fees before work begins.
We move into focused document collection or a kickoff call, depending on the matter.
One note on that first conversation: it's a fit conversation, not a free legal consultation. I'm glad to tell you whether I can help and roughly how — I don't provide legal analysis or strategy before an engagement is in place.
I'll work the way that's easiest for you — email, phone, text, whatever keeps things moving. If I need something from you to stay on track, I'll call rather than let it sit in an inbox. The goal isn't a particular communication style; it's keeping your matter moving.
There's no layer between you and me. You're not routed to an associate or handed a status update from someone who didn't do the work.
My job is not to identify every theoretical issue. It's to help you understand what matters, what can wait, and what decision makes sense.
That's the same idea behind the Business Health Check-Up → — a structured look at your business that ends in priorities, not a list of everything that could theoretically go wrong.
Some work is billed hourly. Other matters — particularly well-defined projects like the Business Health Check-Up — are handled on a fixed fee. Either way, scope and pricing are discussed and agreed before work begins, so you have clear expectations about scope and fees before any charges are incurred.
This work isn't right for everyone, and that's fine. It's probably not a fit if: