Scoping Call

Schedule a 30-minute scoping call.

Prefer to talk through your engagement before submitting a form? Pick a time below — we'll confirm your engagement type, inputs needed, and timeline. No commitment required.

What this call covers:
Your engagement type — applicable standard — timeline — inputs needed — package recommendation. Calls are 30 minutes. A written scope proposal follows within one business day.

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What to have ready
  • Engagement type (409A, PPA, ASC 820, etc.)
  • Purpose (option grant, audit filing, transaction, etc.)
  • Approximate valuation date and deadline
  • Any known complexity (multi-class cap table, cross-border, etc.)
Select a date to see available times
Select a weekday to view available times.
Confirm Your Booking

You'll receive a confirmation email. We reply within one business day to confirm your time.

Prefer to submit your scope in writing?

Submit scope request form →