Our Pricing

Capital Advisory Services

Our capital advisory services are generally based on a three to six month period of due diligence, transaction advisory, document preparation, investor identification, and closing support. We collect a retainer budget of fees and costs relative to the scope of transaction advisory services, document preparation, investor identification, and closing support required with flexible engagement and pricing options.

As Director, CFO, VP of Finance, or Advisor, JCF adds credibility to the transaction and offering documentation presented by our clients to our international accredited investor network.

General terms of engagement are based on the following:

  • Engage JCF as Capital Markets Advisor, Director, CFO, VP of Finance, etc.
  • Hands-on or advisor-only engagements
  • Retainer budget used to cover upfront review, due diligence, transaction review and advisory, preparation or refinement of documentation, marketing, and closing support costs.

Hands-On Capital Advisory (Flat Rate Comprehensive)

  • Initial 3 month term with auto-renewal; 30 day cancellation provision;
  • Manage JCF accredited investor targets (200 investor minimum);
  • $10,000 flat rate retainer upfront and $10,000 per month thereafter with full credit for retainer on closing payout

Hands-On Capital Advisory (Flat Rate Limited)

  • Initial 3 month term with auto-renewal; 30 day cancellation provision;
  • Manage JCF accredited investor targets (100 investor minimum);
  • Advisory and management of capital campaign and support;
  • $10,000 flat rate retainer upfront and $5,000 per month thereafter with full credit for retainer on closing payout

Select Limited Advisory (Hourly)

  • No fixed term; cancellation provision;
  • Manage JCF accredited investor targets;
  • Select limited advisory services and support;
  • $10,000 minimum hourly retainer ($375/hour for partner/advisor $250 for analyst/staff)
Management Consulting Services

Full Transaction Structuring & Investment Packaging of Deliverables:

  • Executive Summary (1-2 page in JCF format)
  • Power Point Presentation (10-15 page in JCF format)
  • Financial Modeling & Projections (3-10 years)
  • Business Plan (25-35 page in JCF format)
  • Private Placement, PPM or Offering (preparation and review)
  • Entity Selection or Structuring (LLC, Inc, or LP)

General terms of engagement are based on the following:

  • Engage JCF as Director, CFO, VP of Finance, or Advisor
  • No fixed term; cancellation provision
  • Full transaction advisory investment packaging or limited scope on select deliverables

Full Investment Packaging (Flat Rate)

$15,000 retainer upon engagement, three progress payments of $10,000 each as deliverables are provided and upon final approval of all documentation - $45,000 total flat rate budget for complete investment packaging.

Initial retainer or advance used to budget upfront review, due diligence, transaction review and advisory, and preparation or refinement of all investment documentation.

A-La-Cart Advisory & Deliverables (Flat Rate - Request a Quote)

  • Executive Summary
  • PowerPoint Presentation
  • Financial Modeling and Forecasting
  • Business Plan
  • Private Placement Memo, PPM (including subscription agreement)
  • Entity Selection/Structuring (including preparation of formation agreements)

Select Advisory (Hourly)

$10,000 minimum hourly retainer ($375/hour for partner/advisor and $250 for analyst/staff)

Mergers and Acquisition Services
  • Engage JCF as M&A Advisor
  • No fixed term; cancellation provision
  • Select advisory on designated issues, deliverables, purchase, sale, or divesture transaction

Buy-Side M&A Engagements:

Select Advisory (Hourly)

$10,000 minimum hourly retainer ($375/hour for partner/advisor and $250 for analyst/staff)

Retainer used to budget select services that may include review, identification of target acquisitions, term sheet & purchase and sale agreement review and structuring, financial diligence, and post-closing target acquisition integration.

Sell-Side M&A Engagements:

Select Advisory (Hourly)

$10,000 minimum hourly retainer ($375/hour for partner/advisor and $250 for analyst/staff)

Retainer used to budget select services that may include review, due diligence investor/buyer packaging, transaction and deal structuring, valuation and pricing, and identification of buyers with negotiation and closing support.