Deal Review & Consulting Services
I now offer consulting services on a limited basis. For those that have heard my “Anti-Guru” rant, this will come as a big surprise. As usual, I do this on my terms. Let me explain:
In 15 years of speaking engagements across the country I’ve been asked countless times to be hired as a consultant, project advisor or mentor. For years I consistently said “no” to all requests. My well-known “anti-guru” reputation started as an opening rant in speaking appearances.
Here’s the rant:
I don’t do boot camps, mentoring or coaching, partner in your deals, ask you to partner in my deals, up-sell you to some colored-metal service conveniently auto-billed to your credit card, or participate with those infamous “product launches” available to just a few thousand of my most favored friends and customers. I’ve stayed out of the real estate information hype machine for my entire career and that will never change.
My point was to let people know that I knew they would ask, and everyone would get the same answer. Even after a rant like that, you would be surprised at how many people still ask for me to consult after a speaking gig. Frankly, I am both flattered and humbled by the confidence in my abilities.
I am first and always a dealmaker. I am a principal in a company that completes $10-$15 million in transactions per year. My writing career is really an accident, a hobby that got out of hand. My reluctance to offer consulting was to avoid a commitment that would take more time from my business and personal life.
But over the years I’ve mellowed. I started offering Deal Reviews with book sales in 2006. I found I enjoyed it, and I’ve worked with investors all over the country, including Hawaii and Alaska. The experience led me to offer Deal Reviews as a product, and a menu of additional services.
Fees & Engagement Terms
Deal Reviews are available in the Products section of the website. This is the most popular service offered. There are loads of testimonials from people I’ve helped with deals, and not surprising, some of the best ones are from deals I recommended they not pursue.
See the product description for details of how the process works. When the Deal Review is purchased, my office will contact you to arrange a call within two business days. If for any reason we can’t find a time that works for you, the purchase is 100% refundable.
Brainpicking: over the years I’ve gotten a lot of calls from people who just want to “pick my brain”. Frankly, that kind of request is so open-ended that I rarely return the call. However, in the spirit of being accessible, I’m going to try something new. You’ll find a listing in the Product section for a block of my time to talk about anything you’d like.
The menu of additional services includes: transaction engineering, portfolio review, and strategic planning. I also consult in project design and obtaining development entitlements. Fees for those services are set by mutual agreement.
If you’d like my input, advice about investing strategy and goals, a review of your current portfolio, or an exit strategy, let’s talk. I’ll do a short initial call for free. We’ll talk about what you want to do, and whether I think I can help.
To schedule time with me, click the Request Consultation button below and complete the request form. My office will contact you to arrange a time we can talk.
Thank you for your interest,