Thirty minutes on Zoom, outside your standing schedule, for a question that cannot wait, a document to review together, or preparation for a meeting with a lender, buyer, or advisor. Times show in your own time zone.
Upload anything you would like to review together to your ShareFile folder, and note what you want to cover when you book. Add anyone from your team who should join as a guest.
Standing sessions are set at kickoff and do not need to be booked here. To move one, write to us at least forty-eight hours ahead. Your files and engagement page are in the Client Portal.
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