SM Globals / Contact

Before the discussion,
define the decision.

Tell the story in three parts: the business context, the support required and the decision you want to prepare for. The checklist helps you organise that brief without sharing confidential documents.

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Before the first conversation

Bring the essentials into focus.

  1. 01

    Your business objective

    Describe the outcome you are considering and the decision you need help preparing.

  2. 02

    The commercial context

    Outline the company or project, relevant markets, parties, timing and known constraints.

  3. 03

    The support you need

    Identify the closest service: project or corporate finance, financial structuring, trade, transformation or SBLC advisory.

Keep the first brief high-level. Detailed documents can be identified later within the agreed scope.

Your next step

See what follows the first brief.

Understand how the scope is defined, readiness is reviewed and the next decision is documented.