Engagement
How a partnership advisory engagement unfolds
A clear path for co-owners seeking partnership structuring and negotiation support without confusing commercial advice with legal drafting.
Why this page exists
Know the stages before you book
Owners often ask when solicitors join, how many meetings to expect, and what written work they receive. This path answers those questions for our flagship structuring work and adjacent consultations.
Engagement stages
Typical sequence for Partnership Structuring Advisory. Negotiation support and reset sessions borrow the same discipline in shorter form.
- Intake call. We confirm fit, conflicts, and rough fee range. You leave with a short preparation list.
- Separate partner interviews. Each partner speaks privately so constraints surface without performance for the group.
- Contribution and control workshop. Roles, capital, effort, and decision rights are mapped on the same page.
- Structure memo. Options, trade-offs, and a recommended path in plain language.
- Alignment session. Partners respond; we revise once within scope.
- Solicitor handoff. Briefing pack delivered so counsel can formalise deeds without guessing intent.
What you prepare
Bring ownership notes, any prior heads of agreement, and a candid list of non-negotiables. If a dispute is already warm, say so—we may recommend reset sessions before structuring work.
What we will not do
We do not draft partnership deeds, provide tax determinations, or appear in court. Those remain with licensed professionals you appoint.