Our Process.
Regardless of the services for which you engage HAUTE, the process begins with a conversation and ends with a relationship.
1: Initial Consultation.
A confidential conversation to understand the entire situation, the asset, portfolio, or transaction involved, the specifics of the case, and the overall strategic goals and objectives - while eliminating any conflicts and testing for "best fit."
Completely free.
No obligation.
About +/-30 to +/-60 minutes via a Zoom, Teams, Meet, or other web call.
2: Scope and Proposal.
A clear, written proposal, engagement, and fee agreement (all-in-one document for efficiency) detailing scope of work, deliverables, timeline, investment, and any ongoing requirements, if required.
No surprises.
No hidden fees.
No ambiguity.
3: Engagement and Onboarding.
Execute the proposal, engagement, and fee agreement, collect necessary documents, and begin work.
For Fractional CFO clients, the full onboarding process can take about 30 days.
4: Delivery and Review.
Deliver the analysis, report, or first monthly deliverable.
Review together.
Refine as needed.
Ensure every deliverable meets the standard you expect.
5: Ongoing Relationship.
For Fractional CFO clients, the monthly cycle continues.
For Pre-Decision Review, Ad Hoc, and Expert Witness clients, follow-up support is available, and the door to a retainer relationship is always open.
To us, every engagement is the beginning of a long-term partnership, not just a one-off transaction.
THIS is what “CRE Decision Insurance™” means.
Providing "Commercial Real Estate Decision Insurance™" For Over 30 Years.
Have any questions? Call us!
866.668.0992
Maximize Your Commercial Real Estate Position by Working With Your Fiduciary!