01 / For individuals
Clarity at an important decision.
Start with an assessment, explore a business opportunity or understand the financial information in front of you.
Define the question
Diagnostic for Individuals
A structured initial assessment for a non-investment decision. Identify what is known, what is missing and which options need further analysis.
What is included
- A discovery conversation.
- Review of an agreed set of documents.
- Concise diagnostic findings and recommended next work.
Report length and meeting allowance are stated in the proposal. This is an initial assessment, rather than a full business model or an explanation of investment holdings.
Fixed fee, quoted by scope
REQUEST A PROPOSAL
Evaluate a business decision
Business for Individuals
Analysis for buying, starting, selling or restructuring a business—from launch economics and financing to acquisition assessment and partner buyouts.
What is included
- A defined financial model.
- An 8–15 page findings report where appropriate.
- One findings presentation.
The proposal defines the business question, required information, scenarios and any authorized third-party use.
Fixed fee, quoted by scope
REQUEST A PROPOSAL
Understand the information
Financial Clarity for Individuals
Explanation of financial documents, account features, fees and arithmetic for options you identify.
What is included
- Brief discovery and agreed document review.
- A 4–10 page clarity summary.
- An optional workbook when specified.
- One or two presentation sessions, up to 90 minutes each.
$500 / one session
$900 / two sessions
One defined topic within the agreed scope. Discovery does not count as a purchased presentation session.
DISCUSS YOUR TOPIC
Individual support & engagement boundaries
Individual follow-up support is limited to 30 calendar days after final written delivery, written clarification responses normally within two business days and one additional call up to 30 minutes. Additional scope requires a separate agreement.
These consulting services do not include personalized securities advice or account transactions. Financial Clarity does not provide recommendations about investments, contribution elections, rollovers or other personal financial actions.
02 / For businesses
Understand performance.
Evaluate the next move.
From a one-time diagnostic to recurring strategic finance and defined capital projects, the engagement starts with a specific business question.
Establish the facts
Diagnostic for Businesses
A one-time review of financial and operating performance, built around a cash, profitability or growth question.
$4,500–$7,000
Fixed fee per engagement. Simpler single-entity businesses sit near the lower end; additional locations, segments and data-review complexity move the fee toward the upper end.
REQUEST A PROPOSALDeliverables
A 20–40 page report and one findings presentation.
Areas of analysis
- Revenue, margins, EBITDA and cash generation.
- Working capital, labor efficiency and expenses.
- Debt, liquidity and break-even.
- Supported benchmarks, risks and capital allocation.
- A 12-month outlook and specific recommendations.
Unsupported findings are identified as unavailable. Records requiring reconciliation must be corrected by your bookkeeper or CPA before dependent analysis begins. Bookkeeping, reconciliation and a lender package are excluded. Multi-entity work beyond this scope is quoted separately under Capital Advisory.
Capital Advisory for Businesses
Two engagement formats. A defined scope for each.
Recurring decision support
Strategic Finance Advisory
Business financial planning and ongoing analytical support for informed operating and capital-allocation decisions.
- Rolling forecasts and monthly budget-versus-actual analysis.
- A 13-week cash view.
- KPI commentary and decision support.
- An 8–12 page monthly package.
- One monthly review meeting and an expanded quarterly review.
$4,500–$8,000 / month
Scope, cadence and agreement term are established in the proposal.
REQUEST A PROPOSAL
Defined projects
Transaction & Capital Projects
Analysis for acquisitions, financing, valuation, sale preparation and capital-structure decisions.
- Acquisition analysis and diligence support.
- Decision-support valuations and financing models.
- Lender packages and scenario analysis.
- Sale preparation and capital-structure review.
- Separately scoped multi-entity analysis.
$7,500–$35,000 fixed
Standalone valuation support or financing models fall within this range; acquisition analysis with diligence support at $15,000–$25,000; and multi-target or multi-scenario processes above $25,000. Final scope and fee are agreed before acceptance.
DISCUSS YOUR PROJECT
03 / AI & Business Automation
Practical automation.
Clear human oversight.
Identify repetitive tasks, evaluate opportunities and define implementations that support reporting, workflows and business decision-making.
REQUEST A PROPOSALScope starts with your workflow.
Opportunity assessment, implementation and ongoing optimization are areas of focus. Standard packages are in development. Contact the firm to discuss your workflow and whether a suitable engagement can be defined.
Engagement principles
- Authorized access and appropriate handling of client information.
- Accuracy, security and reliability checks.
- Human review of AI-generated outputs.
- Defined ownership and implementation responsibilities.
No standard AI package fee is published. Deliverables, support terms and pricing must be agreed in a written proposal.
Before we begin
A clear agreement, from the outset.
Agree the scope.
Define the question, information needed, deliverables, meetings, exclusions and intended use.
Confirm the fee.
One-time projects generally use fixed fees. Recurring support uses an agreed retainer. Any hourly arrangement states its rate in the proposal.
Document the terms.
Confirm payment terms, confidentiality, responsibilities and follow-up support in a written agreement.
What is outside the consulting scope?
Consulting is distinct from personalized investment advice, securities transactions, tax return filing, independent audits, financial statement reviews, attest services and legal advice. Regulated services are not presented as available here.
Are the published prices the final quote?
The final fee depends on the agreed scope and complexity. A written proposal confirms the engagement before acceptance.
Can I request something outside a standard package?
Yes. Describe the decision or workflow you need support with. A custom engagement can be considered within the firm's consulting scope, with separate deliverables and pricing.
Start a conversation
BOOK A CONSULTATION ↗Let’s define the right engagement.
Share your question, available information and preferred timing. Please avoid sending confidential records in an initial email.
EMAIL FIRAS@AKFALI.COMBook online using the consultation link, or open an email inquiry using the email button.
