An Engagement, Not An Account.

This path opens nothing. There is no brokerage application, no custodian, no Form ADV, no eligibility test and no trading authorization, because none of those belong to consulting work. The firm is engaged to analyze a business decision and to help execute it.

Business Consulting is operationally separate from the investment advisory and commodity trading advisory sides of the firm. Where a decision reaches activity that requires a different authorization — securities placement, brokerage, investment advice or commodity trading advice — that activity runs through the properly authorized lane, with its own agreement and its own disclosures. A consulting label creates no exemption.

Open Strategic Intake and choose the consulting objective closest to the decision: capital strategy, enterprise value, acquisition or M&A, turnaround or distress, debt restructuring, operational value, strategic finance, exit or succession, trust and ownership architecture, or sourcing and tariffs.

State the objective, the timing and the single largest constraint. The intake then asks for the business context that actually changes the answer — stage, revenue and cash-flow range, capital structure, ownership, existing advisers — and, where liquidity or distress is the question, runway, debt maturities, covenant position, vendor pressure and lender activity. For trust and ownership work, identify the asset, the decision and the professional roles already involved; do not send trust instruments, tax identifiers or confidential documents in the first inquiry.

Preparing the brief keeps it on your own device and sends nothing. Sending it is a separate, deliberate step. Neither one creates an engagement.

To speak to someone first: telephone 833-B1LL1ON — dial 833-215-5166 — or email info@goldencapitalpartners.com.

Do not put confidential material in a first inquiry. Name the decision and name the constraint. That is enough to establish whether there is work to do and who needs to be in the room.

Where the work requires material nonpublic information to change hands — a model, a data room, a lender communication, a customer list, terms under negotiation — a mutual non-disclosure agreement is executed before that exchange rather than after it. It is prepared for the specific parties and the specific subject, and the firm issues it during scoping.

Email is not a secure channel, and this site accepts no file uploads by design. When documents have to move, the firm arranges a process for it.

Scoping produces an engagement letter. It states the objective, the scope of work and the deliverables, the sequence and timing, the fee basis, the term, confidentiality, and — as importantly — what is expressly outside scope. It is a controlled document prepared for an identified party after the owner has allowed its release; it is not posted or sent automatically.

Nothing before it is an engagement. An inquiry is not, a scoping conversation is not, and a proposal is not. The firm's business-consulting work does not, by itself, constitute securities placement, brokerage or a promise to procure investors, and no transaction, financing or valuation outcome is guaranteed by any of it.

Bring what you have. The list below is what makes the first session useful rather than introductory.

• Trailing twelve months of profit and loss, and the current balance sheet.
• The capital structure as it stands: instruments, maturities, rates, covenants and who holds what.
• Ownership, and any option, warrant or convertible overhang.
• A thirteen-week cash view, where liquidity or timing is the question.
• Customer and supplier concentration, and any contract that would change the answer if it ended.
• The most recent board or lender communication on the subject.
• The decision you are actually trying to make, and the date by which it has to be made.

If some of it does not exist, start anyway. Which items are missing is itself a finding, and it is usually one of the first things the work addresses.

1. Send the intake with the objective, the timing and the constraint.
2. A scoping conversation establishes whether there is work to do and what it is.
3. Where material nonpublic information has to move, execute the mutual non-disclosure agreement.
4. The firm issues an engagement letter setting out scope, deliverables, sequence and fee basis.
5. Execute the engagement letter. That is the point at which the engagement exists.
6. The first working session runs against the information above.

None of the first three steps commits either side to the work.

This page carries information and an intake path. It does not create an engagement, execute an agreement, establish confidentiality obligations or commit the firm to accept the work.

Services require firm acceptance, the applicable disclosures and a properly executed agreement.