Discounted Cash Flow Kickoff Call

Business Financial Forecast Package

NOW: 

• Book your kickoff Call with the consultant. 

• Pay retainer fee

NEXT: Watch your email inbox for a secure link to begin uploading your documents. 

NEXT: Meet your consultant

During the kickoff call, we’ll discuss:

• Your company 

• Engagement details (dates, steps, etc.)

• Expectations

• Answer any final questions

We make sure everyone is on the same page before modeling begins. 

STEPS AFTER KICKOFF CALL:

1. Signed and return engagement letter

2. Upload documents and information from request form (also on engagement letter)

AFTER THAT, YOU ARE DONE! MODELING BEGINS.