How quoting works
We provide quotes after understanding scope, timing, and data availability. Each matter is reviewed by an adviser before we issue a written proposal.
Submit
Complete the form with context and preferred timing.
Clarify
We may ask short follow-up questions by email or phone.
Proposal
Written scope, fees, and start date — no obligation until signed.
Fees may be fixed for defined deliverables or time-based for exploratory phases — always described in the proposal.
Request a quote
Frequently asked questions
What happens after I submit?
An adviser reviews your description, may ask clarifying questions, then issues a written proposal with scope, fees, and start date.
Should I include a budget range?
Indicative ranges help us propose realistic phasing but are optional.
How detailed should my description be?
A paragraph on objectives, timing, and constraints is enough for an initial response.
What clients say
“Glenlyon rebuilt our forecast model so the board and bank were looking at the same definitions. Covenant discussions became factual instead of defensive.”
“During our sale preparation, the information room index and adjustment memos saved weeks of adviser back-and-forth. Management stayed in control of the narrative.”