Let's get started on the right foot.

This portal gives Shawn everything he needs to prepare for your session or engagement. Choose the form that matches where you are in the process.

Step 1

Pre-Mapping Session Brief

Complete this before your Business Mapping Session. Covers your business context, top frustrations, and strategic priorities — so Shawn walks in prepared.

Company and contact details

Top frustrations and current challenges

Strategic goals and transaction plans

Optional: P&L and balance sheet upload

Approx. 10–15 minutes to complete

Step 2

Full Client Onboarding

Complete this after signing your engagement letter. Comprehensive intake covering your full business picture, financials, team, systems, and strategic context.

Full business details and ownership structure

Financial profile and banking relationships

Finance team and technology systems

Strategic goals, risks, and transaction plans

Full document upload portal

Approx. 25–35 minutes to complete

Strictly Confidential

All information shared is used solely to prepare for your engagement. Nothing is shared externally.

Secure Document Storage

Uploaded files are stored in encrypted cloud storage and accessible only to Shawn.

One Business Day Response

Shawn reviews every submission personally and will be in touch within one business day.