Advisory Service

One problem. One objective. A clear plan.

For when you already know what the problem is and need it handled.

A defined engagement around a single event: a refinancing, a restructuring, a regulatory problem, a sale, a dispute. Scope written down, limits written down, an end you can see from the start.

When this fits

Something specific has happened, and it has a deadline

Most of what we do is open-ended enough to need a diagnosis first. This isn’t. Here the event has already arrived and you know what it is, and what you need is somebody to work out what it means, decide the order of response, and pull in whoever the situation actually requires.

The scope gets written tight on purpose. One objective, a defined end, and an explicit list of what we are not doing. A proposal that only says what’s included leaves you to assume the rest, and assuming is where these relationships fall apart.

The usual events

Five things that bring owners here

Refinancing The terms you’re on versus the terms available, what a move actually costs once fees and timing are counted, and whether the new arrangement is genuinely better or just later.
Restructuring Changing the shape of the business, its obligations or its ownership. Slow to do well and expensive to do twice, which is why the order of operations matters more here than almost anywhere.
A regulatory problem A notice, an inspection, a rule that changed, or a requirement you find out about late. We work out what it means operationally and who needs to be involved. The legal position is for your attorney.
A transaction Buying, selling, or taking on a partner. Mostly a question of what you’re actually agreeing to and what it does to the business the day after, rather than what the headline number says.
A dispute Where it affects how the business runs. Counsel handles the dispute. We handle what it means for operations, cash and sequencing while it’s live.
The discipline

Fourteen things a proposal has to state before we send it

Before we propose any of this, we have to be able to tell you what you’re trying to achieve, what we’re trying to achieve, what we understand about the situation, the kind of engagement we recommend, the scope, what you’ll get, what you’re responsible for, any outside professionals needed, what’s not included, the timeline, the fee, the payment schedule, what success looks like, and how we’ll know if we got there.

If any of those can’t be answered honestly, the honest proposal is a diagnostic rather than a guessed solution. That rule holds even when the deadline is tight, and especially then. The full proposal discipline is set out on How We Work.

Sometimes. It depends on how much of the evidence already exists and how fast we can get at it. What we won’t do is compress the investigation to hit a date and then present a guess as a finding.
Yes, and on this kind of work it’s usually the point. They hold their own professional responsibility for their own advice. We work out what the situation requires, keep the order straight, and make sure the operational consequences are somebody’s job.
It ends, deliberately, with a recorded decision to close, continue, expand, refer or pause. A defined-scope engagement that quietly becomes an open-ended one is a failure of the scope, not a success of the relationship.
The other five

If this isn’t the one

All advisory services
Business Diagnostic & Strategy AssessmentWhere most people start Business Launch & Development AdvisoryBefore the doors open Business Stabilization & Operational ImprovementWhen it’s already tight Owner & Executive AdvisoryThe ongoing seat Cannabis Retail AdvisoryOur named practice

If you already know what the problem is, bring it.

We’ll tell you whether it’s a job for us, a job for a licensed professional, or both.

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Scope, deliverables and timing are determined by the problem RCAG is being asked to solve. Every engagement is defined in writing before work begins.

Roland Conner Advisory Group LLC provides business advisory and consulting services. RCAG does not provide legal, tax, accounting, or investment advice. Submitting information through this website does not create a consulting or advisory relationship.