Execution capacity.
The searching, vetting, negotiating, and running that falls outside your engagement letter.
// FOR ADVISORS
Your client. Your counsel.Our execution.
For attorneys, accountants, and wealth managers whose clients want to buy, launch, or run a business in the US.
01 // THE ARRANGEMENT
We are not a replacement for your client's advisors — we are the operating layer that works through them. Diligence findings go to you as much as to the client. Documents flow to your review before signature. Every decision is recorded as it is made.
02 // WHY ADVISORS BRING US IN
A documented file.
Reports on cadence and decisions in writing — the record you'd want your client to have.
Discretion.
We do not publish client work, and your client relationship stays yours.
03 // HOW TO REFER
An introduction is enough. We take the conversation from there, keep you in the loop at whatever depth your client wants, and never work around you.
COUNSEL:…RECORD:…RELATIONSHIP:…
Begin with a conversation.
Every conversation is private — Jacomely LLC, New York