Outcomes first.
Fees scoped to value, not hours.
Cavalier engagements are built on the Alan Weiss value-based consulting framework: every engagement is scoped around defined outcomes, priced on the value of the result, and delivered through a structured methodology that the client can see and hold us to.
Schedule a fit callHow the engagement works
Fit call — 20 minutes
A fit conversation, not a sales pitch, not a free diagnostic. Ten minutes for us to understand your situation; ten minutes for you to assess us. If we're not the right firm, we say so on the call and refer you to someone who is.
Proposal — three options, five days
Within five business days, a written proposal with three engagement options scoped to defined outcomes. You choose the level of investment that fits the decision in front of you. Every proposal names the outcomes, the timeline, and the principal accountable.
Kickoff & structured diagnostic
The first 30 days are a structured diagnostic: current-state assessment, risk identification, stakeholder interviews, and a prioritized action plan. Outcomes are documented in writing before the engagement begins.
Delivery & review rhythm
Monthly cadence of advisory access, working sessions, and board-ready reporting. Formal progress reviews at 30 and 60 days against the documented outcomes. Remote by default; on-site nationwide when the work calls for it, travel at cost.
Why value-based fees
Hourly billing creates a perverse incentive: the longer the engagement takes, the more the advisor earns. Value-based fees align the advisor's incentive with the client's outcome. When a Cavalier engagement saves a PE portfolio company $2M in exit value by remediating technical debt, the fee should reflect a fraction of that value — not the number of hours the principal spent on Zoom calls.
Every Cavalier proposal presents three options at three investment levels. The client chooses the option that matches the weight of the decision. The advisor is paid for the outcome, not the clock.
On guarantees
Cavalier does not offer money-back guarantees. Your attorney doesn't, for the same reason: a professional who guarantees satisfaction undermines their own authority and invites second-guessing rather than trust. Instead, every engagement is scoped around documented outcomes, reviewed formally at 30 and 60 days, with honest course-correction when the engagement requires it. Standard termination: 30 days written notice after the initial term.