Start with a conversation
Tell us about your objectives, the business or property involved, your timing and the questions you need to resolve. We begin with a high-level discussion to understand your needs and whether an engagement is a fit.
WORKING WITH MEDRO
Engagement Process
Clear expectations. Defined responsibilities. A coordinated path forward.
A RETAINED ADVISORY RELATIONSHIP
A clear understanding before moving forward.
Medro Advisors works on a retained basis. Our engagement process establishes your objectives, the scope of our work and the responsibilities involved. A written engagement agreement sets out the retainer, applicable fees and payment timing. These terms are discussed privately before you commit.
As part of your engagement, you will be assigned an advisor within The Medro Funded Platform℠ to coordinate your needs, guide the process and keep you informed.
Advisor assignment and scope
You will be placed with an advisor within The Medro Funded Platform℠. Together, we clarify the services involved, responsibilities and the next steps appropriate to your engagement.
A written engagement agreement
Your agreement documents the scope of services, the retainer and any applicable advisory or success fees, along with payment timing and responsibilities. We discuss these terms with you before proceeding.
The retainer and agreed next steps
The retainer is addressed at the stage specified in your engagement agreement. Your advisor explains what is needed to move forward and helps coordinate the information required for the agreed work.
Coordinated execution and communication
Your assigned advisor helps coordinate your needs, guide the process and keep you informed as the engagement progresses. Services and next steps remain subject to the agreed scope and any required third-party review or approval.
Understand the engagement before committing.
Ask your advisor about the scope, retainer, applicable fees, timing and responsibilities before signing. An engagement does not guarantee financing approval, a closing or any particular outcome.
Discuss your engagementExplore our advisory approachExplore The Medro Funded Platform℠Explore FUNDED
Please keep financial documents and sensitive personal information out of the general inquiry form. Your advisor will discuss an appropriate document-sharing process.