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We work with a limited number of clients each year. New retainer slots open quarterly. Per-deliverable work has no waitlist.
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We welcome direct outreach from sponsors, GPs, and operators preparing a deal for investors — and from brokers and owners who need the analyst work behind one.
Capistrano partners with Prescott Wealth & Tax when client engagements intersect with portfolio wealth and tax considerations.
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No public price list. Fill out the form. One page back: deliverable, fee, timeline, and terms. Fees are flat and never contingent on your raise.