Retainer Relationship

Under a retainer relationship we become a member of your management team responsible for your international business. This involves working with your senior management to develop policies, strategies and systems and to plan and negotiate investments in joint ventures or other international operations. It also involves working with the management and staff in your financial and operational departments on a detailed level to implement policies, strategies and systems.

A retainer relationship works well when senior level international expertise, in addition to that which already exists in the company, is required to develop and/or expand the international treasury functions. In this way, you are receiving the benefits of seasoned professionals without bearing their full time cost. We are there when you need us, but only then.

There can be a flow from a retainer relationship into a project agreement and back into a retainer relationship. During the course of the retainer, we may mutually define a project to be done under a separate agreement. Once the project is completed, we are there to help you implement it under a retainer.

The number of hours per month and the number of months to be covered by the retainer are worked out based on your individual requirements. Hours in excess of those agreed under retainer, can be negotiated based upon our availability and your requirements and billed on an hourly basis.

Project Agreement

Under a project agreement, we will provide focus and concentrated effort to a particular activity. This involves developing a project plan which identifies mutual responsibilities for all aspects of the plan, the steps and milestones to completion, and an outline of the deliverables at the end.

A project agreement works well when there is a project which requires high level expertise on a dedicated basis in order to be completed within predefined deadlines. With the competing priorities of day to day company operation, it may not be possible for existing management to devote this kind of concentrated effort.

We will work with your management to define the project agreement. Once a plan is agreed we can estimate the hours it will take us and the cost. However, final cost will be based on actual hours. If it appears we will be over our estimated hours, we will inform you and get your advance approval.