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.
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.)
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 →