This page is the leave-behind. Print it (or save as PDF) and it fits on one page. It reads the fees from the same schedule as the rest of the site, so it is current whenever you print it.
Levelhead Business Advisory
Business finance advice and the analysis underneath it. Every fee fixed in writing before anything starts.
What we do
We build the documents a commercial credit team expects to read. We do not arrange finance; where a client wants that, business and commercial lending is referred to The Lending Lab, where Nick is a credit representative. We no longer do financial due diligence: that goes to a separate specialist and we make the introduction, at no charge to anyone. We do no compliance, tax or bookkeeping, ever. That is what keeps us out of your relationship with the client.
Pathway 1: Refer the client for finance
Refer your client for the finance and we look after the rest. We do not arrange finance ourselves: the lending is referred to The Lending Lab, where Nick is a credit representative, and we wrap the advisory services around it: the documents, the modelling, the capacity work, so nothing falls between advisers. Diligence is no longer one of them; we introduce an independent specialist and take nothing for it. Where a broker introduced the client, the lending stays with that broker.
Pathway 2: Pick the services you need
Point us at the specific work: finance documents, a business plan, a debt capacity read, or any combination. Each is fixed-fee off the schedule on this site, and combining multiple services on the same matter attracts a bundle discount, quoted in writing at scoping. Financial due diligence is not on that list any more. We refer it out and make the introduction.
The work and the fees
| Work | Fee | Turnaround |
|---|---|---|
| Financial due diligence (referred to a specialist) | Their fee, not ours | Introduction within 2 business days |
| The Model | $1,850 | 5 business days |
| Bank-Ready Pack | $2,850 | 7 business days |
| Full Submission Pack | $5,800 | 12 business days |
| Submission Rescue | $950 | 3 business days |
| Debt Facility Review (free for Lending Lab clients) | $990 | 5 business days |
| Debt Capacity Assessment (free for Lending Lab clients) | $1,850 | 5 business days |
| Growth Scenario Model | $4,950 | 10 business days |
| The Plan | $850 | 5 business days |
| Bank-Ready Plan | $1,450 | 7 business days |
| Three-Way Plan | $2,450 | 10 business days |
Fees are shown excluding GST, with the GST-inclusive figure beside them. GST applies at 10%.
One schedule, the same for everyone
No referral rate and no channel rate. Your client pays the fee on the site and so does everyone else, so nothing you tell them can be contradicted by another adviser quoting the same work. Fees stay fixed and non-contingent, and they are free to use any broker.
Your client stays your client
We do not approach a client you introduce for anything beyond the work you referred. It is in our terms of engagement. Where a broker introduces the matter, the finance stays with that broker.
The fee we confirm is the fee you pay.
We put a fixed fee in writing before any work starts. If the work turns out to be larger than we scoped it, that is our error and our cost, not yours. If your records are materially incomplete, we tell you before we start rather than after we invoice.