Frequently Asked Questions
Common questions about our advisory services, engagement process, and how we work.
Brokers and investment bankers typically represent sellers, facilitate transactions, and earn fees tied to deal completion. We do none of those things. Legacy Forward Consulting works exclusively on the buy side, providing analytical and strategic advisory on a fee-for-service basis. We have no incentive to push a deal toward close — our job is to help you make a well-informed decision, whether that means proceeding, renegotiating, or walking away.
We do not source deals or broker introductions. We do provide structured diligence (through our Diligence Sprint) and post-close value-creation planning (through our 90-Day Value-Creation Blueprint and Operating Cadence Retainer). If you need help evaluating a deal you have already identified, or planning and executing after close, those are squarely within our scope.
It depends on the engagement. For a Deal Screen, we typically need basic information about the target — a CIM, financials, or equivalent documentation. For a Diligence Sprint, access to a data room and management availability accelerate the process. We will confirm exactly what is needed during a short intake call so that scope, timeline, and deliverables are clear before we begin.
No. Clients receive finalized deliverables — memos, reports, plans, and recommendations — not our internal tools, templates, scoring models, or working files. This protects the quality and integrity of our methods and ensures that every output you receive is polished, decision-ready, and tailored to your specific deal.
It depends on the offer. Some engagements (such as our Deal Screen) have indicative pricing that can be confirmed quickly. Others (such as the Diligence Sprint, 90-Day Value-Creation Blueprint, or Operating Cadence Retainer) are scoped after a brief intake call, because the right fee depends on deal complexity, timeline, and the level of support required. We do not charge transaction-based fees, success fees, or commissions. All engagements are fee-for-service, with pricing confirmed in writing before work begins.
Timelines vary by offer: Deal Screen is typically 5–10 business days; Diligence Sprint is typically 3–6 weeks; 90-Day Value-Creation Blueprint is typically 2–4 weeks; Operating Cadence Retainer has a minimum 3-month commitment, with most engagements running 6–12 months. We confirm timeline expectations during intake so there are no surprises.
Yes. We are designed to complement — not replace — your legal, tax, and financial advisors. During diligence, we can coordinate across workstreams and consolidate findings into a single decision-ready view. We do not provide legal, tax, or audit services.
We work across [Industries served] and typically engage on transactions in the [deal size range placeholder] range. Our frameworks are designed to be adaptable across sectors, though certain engagements may be better suited to specific industry contexts. If you are unsure whether your deal fits, the fastest way to find out is a short introductory call.