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A Focused First Conversation
Bring the decision. Leave with a clearer next step.
Schedule a confidential introductory conversation to discuss the business context, the decision in front of you, and whether Dr. Frixmon Michael’s advisory approach is the right fit.
Consultation FrameworkFit conversation
Begin with the decisionClarityContext · Need · Scope · Next Step
The purpose
A consultation is a fit assessment—not a sales presentation.
The first conversation is designed to understand the decision, the business, and the type of support that may be appropriate.
You can explain what is changing, where financial or leadership visibility is limited, what has already been attempted, and what outcome matters most.
If there is a responsible fit, the next step may be a defined diagnostic, project, ongoing advisory relationship, or coordination with another qualified professional.
COME PREPARED
You do not need every answer. You need a clear description of the decision you are trying to make.
What can be discussed
Start with the issue most important to the business.
The conversation can focus on one immediate decision or a wider need for integrated financial and leadership support.
Strategic Fractional CFO
Cash visibility, forecasts, budgets, profitability, KPIs, reporting, scenario planning, and executive financial leadership.
Startup & Growth Advisory
Business-model validation, unit economics, pricing, funding readiness, operating plans, and disciplined scaling.
ETA & Acquisition Advisory
Search criteria, deal evaluation, financial diligence coordination, capital planning, transition, and post-close discipline.
Capital Advisory
Capital strategy, financial models, lender or investor materials, scenario analysis, and data-room readiness.
Strategic Tax, Wealth & Family Office
Tax coordination, ownership, liquidity, succession, governance, information organization, and adviser coordination.
Leadership Coaching
Executive decisions, communication, accountability, founder transition, culture, and succession readiness.
Before you request a meeting
Five points make the conversation more useful.
A short summary is enough for the initial request. Sensitive documents do not need to be emailed before an appropriate sharing process is agreed.
Send a Consultation Request →Your business: industry, stage, ownership, approximate scale, and geographic scope.
The decision: the financial, strategic, transaction, ownership, or leadership issue requiring attention.
The timing: any deadline, transaction date, cash constraint, board meeting, tax event, or other urgency.
The current team: key decision-makers and existing finance, legal, tax, banking, or investment advisers.
The desired outcome: what would be clearer or different after the right engagement.
What happens next
A simple, responsible starting process.
The purpose is to establish relevance, fit, scope, and expectations before substantive advisory work begins.
- 01
Request
Email or call with a short description of the business, decision, desired timing, and preferred contact details.
- 02
Initial Review
The request is reviewed for general relevance, professional scope, potential conflicts, and scheduling.
- 03
Conversation
Discuss the facts currently available, intended outcome, information gaps, stakeholders, and possible support.
- 04
Define the Next Step
If there is a fit, confirm the proposed scope, responsibilities, deliverables, timing, fees, and professional boundaries in writing.
Frequently asked questions
Before scheduling.
Is the introductory conversation confidential?+
The conversation is treated professionally and discreetly, but do not send highly sensitive documents until confidentiality and secure information-sharing arrangements are confirmed.
Do I need to send financial statements first?+
Usually not for the initial request. A high-level description may be sufficient. Specific documents can be requested after the need and appropriate sharing method are understood.
Will advice be provided during the first call?+
The first call primarily assesses context and fit. Responsible advice may require verified information, analysis, a written scope, and participation by appropriately qualified specialists.
Can my business partner or adviser join?+
Yes, when appropriate. Include the expected participants in your request so the conversation can be structured effectively.
Does a consultation guarantee an engagement?+
No. Acceptance depends on fit, capacity, information, timing, expectations, conflicts, and professional scope.
Ready to begin?
Request a consultation.
Email a short description of your business, the decision you are facing, and your preferred meeting times.