// One engagement, illustrated
Mandate to first invoice,in nine months.
A composite example — assembled from how we work, not from any client's file. We do not publish client projects.
EXAMPLE: ILLUSTRATIVE · CLIENTS: NEVER PUBLISHED
01 // The scenario
A successful manufacturer abroad wants its products made and sold in the United States. It has capital, a working product, and no US presence. The mandate: enter the market properly — entity, premises, people — and be operating within a year, with the owner remaining at home.
02 // The sequence
Month by month.
- M0
Mandate defined.
Objective, range, geography, involvement, timeline — in writing before any work.
- M1
Ground truth.
Target states compared on tax, labor, logistics, licensing. One chosen for reasons the owner can read.
- M2
Entity, banking, tax.
Formation coordinated with counsel and accountants; EIN, accounts, payment rails.
- M3
Premises.
Sites shortlisted, lease terms negotiated on the client's side of the table, build-out scoped.
- M4–5
People.
First hires screened and contracted; key-person relocation coordinated with immigration counsel.
- M6
Build-out and systems.
The construction discipline: budgets controlled, vendors accountable, schedule held.
- M7
Soft open.
Operations begin under our oversight; every cost visible from day one.
- M9
First quarterly report.
Budget vs. actual, decisions made, decisions needed — in the owner's timezone.
Timelines vary with deal, state, and industry — that is why a mandate comes first.
03 // The constants
Whatever the engagement — acquisition, launch, expansion, or oversight — the operating discipline is identical.
Your engagement starts with a mandate.
Illustrative example only — Jacomely LLC, New York