Proposal for Q4 2024
This proposal outlines Meridian Group's recommended approach to restructuring Vestara's market positioning within the North American mid-market segment. Our methodology draws on twelve years of advisory experience across comparable mandates, combining qualitative research with proprietary benchmarking frameworks.
We anticipate a six-month engagement beginning January 2025, structured across three distinct phases: discovery and audit, strategic development, and implementation support.
| Deliverable | Phase | Due | Status | Fee |
|---|---|---|---|---|
| Market Audit Report | Discovery | Feb 14 | Complete | $12,000 |
| Competitive Analysis | Discovery | Feb 28 | In Review | $18,000 |
| Positioning Framework | Strategy | Apr 15 | Pending | $24,000 |
| Rollout Playbook | Implementation | Jun 30 | Pending | $30,000 |
Fees are payable in six equal monthly installments of $14,000 USD, due on the first business day of each calendar month beginning January 2025. All invoices carry a 14-day net payment term. Late payments accrue interest at 1.5% per month.
Either party may terminate this engagement with 30 days' written notice. In the event of early termination, the client remains liable for fees corresponding to work completed or substantially underway at the time of notice.
All findings, frameworks, and deliverables produced under this engagement are the intellectual property of the client upon receipt of full payment. Meridian Group retains the right to reference the engagement in anonymized form for portfolio and business development purposes.
Both parties agree to maintain the confidentiality of all proprietary information exchanged during the course of this engagement. This obligation survives termination of the agreement by a period of three (3) years.
By signing below, both parties agree to the terms and scope outlined in this proposal. A countersigned copy of this document shall constitute a binding agreement.