If you're staring at a lender meeting, a board presentation, a buyer's diligence list, a deposition, or a decision that doesn't get a do-over — that's the right moment to start a conversation.
No pitch deck, no junior screener — you'll be in touch directly with the CFO. Email is the fastest way in; the form is there if you'd rather lay out the details up front.
The fastest way to start is a short email. Tell me what's in front of you and when it matters — I read every message personally and reply within one business day.
Email James directlyjshore@veroqadvisory.comA focused conversation about what’s actually in front of you. We’ll ask what’s driving the timing, what’s already been tried, and where the real pressure is. If there’s a fit, we’ll outline what an engagement looks like. If there isn’t, we’ll tell you that too.
Nothing required. If you have a deck, a lender letter, a complaint, or financials you’d like reviewed first, share them through the form. We’ll review beforehand so the time is spent on the work, not the warm-up.
Based in Alabama. Working with founder-led and investor-backed companies, private equity sponsors, and the attorneys and advisors who represent them, across the U.S.jshore@veroqadvisory.com