Advisory Services
Dear Monday offers one private advisory engagement. It is structured, independent, and capacity-limited.
Advisory engagements are limited to preserve depth of analysis and responsiveness.
Decision Exposure Review
$2,750
You are close to a significant commitment. The opportunity feels right, the numbers look workable, and the momentum is building.
Before the contracts are signed and the capital moves — this is the moment for independent scrutiny.
A private, structured examination of the financial, structural, and relational exposure attached to your proposed decision. This engagement is designed for individuals and couples nearing a consequential commitment — where the stakes are high, the terms are binding, and the cost of missing something is real.
This is the moment to stop and have someone independent examine what you may not be seeing. Not to validate the decision. Not to build confidence. To identify the real exposure before the contracts are signed and the capital is deployed.
This is independent exposure analysis before irreversible action.
Appropriate When:
The capital required is significant relative to your overall financial position
You are signing a personal guarantee or taking on debt to make it work
You or your partner will be leaving stable income to pursue this
The agreement is long-term and exiting will not be simple
Part of you feels uncertain, and you are not sure whether that is fear or instinct
The Engagement Includes:
Pre-Session Risk Submission A structured intake covering your finances, the deal terms, and the variables that carry the most risk.
120-Minute Private Advisory Session
A private working session to map your exposure across the dimensions that matter most. We'll answer consequential questions: What breaks first if revenue is slow? What does it actually cost to exit? How long can your household carry this before it starts to strain? And where relevant, what does your partner need to be true for this to feel survivable?
Dear Monday Exposure & Mitigation Report
(3–4 Pages, delivered within 5 business days) A clear document outlining where the real risks are, what may have been overlooked, and the mitigation conditions that would need to be met for this decision to be structurally sound. Concludes with a direct advisory posture: Proceed / Proceed with Conditions / Reassess / Pause.
This is a complete engagement.
Optional Session —
The Follow-Up
$900
If the Report surfaces conditions worth negotiating or adjustments worth pressure-testing, this session works through what to do next.
Engagement Process
All advisory engagements begin with a brief inquiry conversation to determine fit, urgency, and scope. Following that conversation, you will receive a formal engagement invitation outlining next steps. Time-sensitive decisions can be accommodated.
Not sure if an engagement is right for you?
Start here…
Before You Commit to Ownership
Before you wire capital, sign a personal guarantee, or restructure your household income, sit with these questions honestly:
What are you actually buying — assets, revenue, or someone else's reason for leaving?
What percentage of your total net worth will this single decision represent?
If revenue underperforms for 12–18 months, what does your household look like financially?
Have you validated market demand through your own research, or are you working from projections someone with something to sell provided?
Why is this owner selling now, and have you pressure-tested that answer?
Are you personally guaranteeing debt that could outlive the business itself?
Have you spoken with franchisees who left the system — not just the ones the brand provided as references?
What would cause you to exit — and what would cause you to stay past the point you should have left?