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Mountains Meet Lake

A small number of engagements, taken seriously.

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We are operators first. That limits how many clients we can carry at once, and it is the reason we say no to work we do not think we can move.

Stewart Law Trust and Estate, Probate Administration, Real Estate Attorney, Real Estate Lawyer
Mountain

How It Goes

01 — A conversation, at no cost

Ninety minutes on what the business does, what it earns, and what you actually want from it in five years. If we are not the right help, we will say so and point you somewhere better.

02 — A written assessment

We look at the numbers, the org chart, and the calendar — yours, not the company's — and come back with what we see, ranked by what it is costing you.

03 — A scoped engagement

Defined objectives, a real timeline, and named deliverables. Some engagements are projects, some are ongoing, some are tied to a transaction. We talk about structure directly, once we both know what the work is.

04 — The work, in the business

We are on site and in the numbers, not sending decks from a distance. Progress is reviewed against the objectives we set, and we tell you plainly when something is not working.

What We Are Not

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Where our work stops, and who picks it up.

Not your attorney. DS5 Advisors is a business consulting firm. It is not a law firm and provides no legal services or legal advice. Where a question is legal, we say so and work with your counsel.

Not your CPA. We read financial statements and build operating models. We do not prepare returns or give tax opinions. Your accountant stays in the room.

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Not a broker. We advise on transactions rather than list businesses for sale. When a licensed broker or banker is the right party, we help you pick one and hold them to it.

Not a securities firm. We prepare owners for capital conversations. We do not solicit investors, offer or place securities, or take compensation tied to capital raised.

Start with ninety minutes.

Tell us what the business does and what is keeping you in it. If we are the right help, we will say so. If we are not, we will say that too.

P: (618) 575-0184​

E: doug@ds5advisors.com

Serving the Metro East, Southern Illinois,

and the St. Louis metro

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