A Strategic Guide to Owner’s Representation for Capital Projects

The High-Stakes World of Capital Projects

Imagine this: The ribbon-cutting ceremony is months overdue. Instead of celebratory champagne, there are hushed, tense meetings. The gleaming new facility, once envisioned as a beacon of progress, is now a source of mounting anxiety. The budget? Blown. Deadlines? Missed. Quality? Compromised. What was supposed to be a landmark achievement has become a multi-million dollar headache, riddled with finger-pointing and legal battles.

This isn’t a fictional nightmare; it’s a tragically common reality in the world of capital projects. Whether it’s a state-of-the-art data center, a sprawling manufacturing plant, or a critical infrastructure upgrade, these ambitious undertakings are inherently complex. They involve intricate designs, massive budgets, tight timelines, and a symphony of moving parts – architects, engineers, contractors, regulatory bodies, and countless vendors, all with their own agendas and areas of focus.

As an owner, developer, lender, or investor, you carry the ultimate responsibility for these projects. You’re the one who greenlights the vision, secures the financing, and shoulders the risk. But let’s be honest: navigating the labyrinthine world of engineering and construction while simultaneously managing your core business can feel like an impossible balancing act. You’re juggling a thousand details, constantly wondering: Are we on track? Are we getting the best value? Are there hidden problems lurking beneath the surface? And most importantly, is my investment truly protected?

This is where Owner’s Representation steps in. Think of it as your strategic shield in the high-stakes arena of capital projects. An experienced Owner’s Representative is your dedicated expert, acting as an extension of your team to protect your interests, streamline the process, and guide your project from ambitious inception to successful completion. They provide the critical oversight, technical expertise, and owner-centric perspective you need to navigate complexity, mitigate risks, and ensure your project achieves its goals – on time, on budget, and to your exacting standards.

This guide is designed to cut through the confusion and shed light on the true power of Owner’s Representation. We’ll move beyond the surface-level descriptions and delve into the why and how. By the end, you’ll have a clear understanding of what an Owner’s Rep does (and doesn’t do), how they can safeguard your investment, and when engaging one becomes not just a smart choice, but an absolute necessity for project success.

What is an Owner’s Representative?

So, what exactly is an Owner’s Representative? In the simplest terms, an Owner’s Representative (often called an “Owner’s Rep” or “OR”) is your dedicated expert, hired to act as an extension of your team and safeguard your interests throughout the lifecycle of your capital project. They are, fundamentally, your project advocate.

Think of it this way: You are the owner, the leader of a complex capital project. You define the strategic direction, establish the project goals, and hold ultimate responsibility for project success. But to navigate the often turbulent and complex environment of large-scale development, you need a highly skilled expert alongside you in the process – someone who intimately understands the systems, the intricacies of project management, and the potential challenges ahead.

That expert is your Owner’s Representative. They work for you, sitting right beside you, providing real-time data, expert guidance, and proactive course corrections to ensure a smooth and successful journey to your destination – a completed project that meets your goals, budget, and timeline.

An Owner’s Representative provides critical expertise and oversight across a comprehensive range of responsibilities, all laser-focused on achieving your objectives. These core responsibilities include:

Service Area	Description
Strategic Project Planning	Define project scope, goals, budget, schedule aligned with business strategy.
Design Oversight	Review designs for cost-efficiency, constructability, compliance, and improvements.
Contract Management	Negotiate and manage contracts with architects, engineers, contractors, and vendors.
Budget & Cost Management	Control budgets, track expenditures, forecast costs, and mitigate overruns.
Schedule Management	Develop, manage, and monitor project schedules; proactively address potential delays.
Construction Quality Assurance	Monitor construction activities, enforce specifications, quality control, and promptly address deficiencies.
Risk Management	Assess and mitigate risks throughout all phases to protect investment and outcomes.
Communication & Reporting	Maintain transparent stakeholder communication, providing regular, insightful reports on status and issues.

In essence, your Owner’s Representative is your dedicated, experienced, and unbiased advocate, singularly focused on ensuring your capital project is a success – delivered on time, within budget, to the required quality standards, and fully aligned with your strategic objectives.

Beyond the Misconceptions: Understanding the True Power of Owner’s Representation

Despite the clear benefits, misconceptions about Owner’s Representation persist. These myths often prevent owners from leveraging this valuable service, sometimes to their significant detriment. Let’s directly address and debunk some of the most common misunderstandings:

• Myth #1: “Hiring an Owner’s Rep Means Losing Control of My Project.”
  • The Reality: This couldn’t be further from the truth. An Owner’s Representative doesn’t usurp your authority; they empower you with better control. They act as your dedicated expert advisor, providing you with the comprehensive data, insightful analysis, and proactive recommendations you need to make informed decisions with confidence.
• Myth #2: “An Owner’s Rep is Just an Extra Expense I Don’t Need.”
  • The Reality: Viewing Owner’s Representation as an “extra expense” overlooks its strategic value. An effective Owner’s Rep proactively mitigates risks, prevents costly errors and delays, and expertly manages costs and contracts, often saving far more than their fees. It’s about smarter spending for maximum ROI.
• Myth #3: “My General Contractor or Project Manager Already Handles Owner Oversight.”
  • The Reality: General Contractors (GCs) and Project Managers (PMs) are vital but prioritize different objectives. Unlike an Owner’s Rep, who solely represents your interests with fiduciary responsibility, GCs and PMs aren’t contractually obligated to do so. Owner’s Reps provide unbiased, independent oversight focused exclusively on achieving your goals.
• Myth #4: “Owner’s Reps Only Get Involved During the Construction Phase.”
  • The Reality: Engaging Owner’s Representation only during construction overlooks their full strategic value. Effective Owner’s Reps add critical guidance from inception through planning, design, construction, and closeout, preventing early missteps, improving alignment, and maximizing efficiency. Early involvement isn’t just beneficial; it’s strategic.

Discussing Typical Fee Structures & ROI

One of the most common questions about engaging an Owner’s Representative is: “How much will it cost me?” It’s a valid concern and yet it’s also one of the most important investments you can make to protect your capital project. Below is a look at how Owner’s Rep fees are typically structured, and why the resulting ROI often more than justifies the initial expenditure.

Common Fee Models

1. Percentage of Construction Costs
   • Typical Range: Around 1–3% of total construction costs (sometimes adjusted up or down based on project scale and complexity).
   • Why This Model: By tying compensation to the overall construction cost, the Owner’s Rep is motivated to keep budgets under control and look for cost efficiencies.
2. Fixed or Lump-Sum Fee
   • When It’s Used: On smaller, well-defined projects with a clear scope and short duration.
   • Benefit: Owners gain cost certainty; the Owner’s Rep must work within the agreed scope and timeline.
3. Hourly / Time & Materials
   • When It’s Used: Often for very early-stage consulting, feasibility studies, or unpredictable scopes of work.
   • Benefit: Flexibility if a project’s exact needs are still evolving.

Detailed Comparison to Other Roles

It’s a common misconception that an Owner’s Representative replicates the roles of other professionals, such as General Contractors, Construction Managers, or in-house Project Managers. In reality, each role brings distinct responsibilities and contractual obligations.

Role	Primary Allegiance	Scope of Responsibility	Contractual Relationship
Owner’s Representative	Represents the owner’s interests	Oversees all aspects of the project on behalf of the owner; sets strategy, manages risk, ensures budget/schedule adherence, coordinates multiple vendors	Contracted directly by the owner; fiduciary duty to the owner
General Contractor	Represents the GC firm	Constructs the project per plans/specs; manages subcontractors; focuses on delivering the scope awarded in the construction contract	Hired under a construction contract with the owner
Construction Manager	Varies: can be owner-agent or “at-risk”	If “agency CM,” manages/coordinates trades on behalf of the owner but not always with full fiduciary responsibility; if “CM at-risk,” acts similarly to a GC with some design-phase input	May be an agent (owner’s fiduciary) or an at-risk entity with cost/schedule responsibility
In-House Project Manager	Employed by the owner’s organization	Often juggles multiple internal roles, projects, or departments; may lack specialized expertise in large-scale capital projects	On the owner’s payroll but often without deep capital-project expertise or bandwidth

Key Differences

• Fiduciary Focus: An Owner’s Rep is hired explicitly to uphold the owner’s best interests from budget negotiations to design decisions and risk management.
• Breadth vs. Specific Execution: A GC or subcontractor is focused on building the project; an Owner’s Rep ensures the entire process aligns with the owner’s broader financial, operational, and strategic goals.
• Contractual Obligations: GCs and CMs have their own profit margins and contractual scopes, whereas the Owner’s Rep is singularly accountable to the owner (often under a professional services agreement).

Strategic Timing: When to Bring in Your Owner’s Representative for Maximum Impact

When is the “right” time to engage an Owner’s Representative? As early as possible.

Think of your capital project as a complex journey. Engaging an Owner’s Representative early – ideally during project inception or the planning and design phases – is like bringing in an expert navigator before you even set sail. This proactive approach allows them to help you chart the most effective course, anticipate potential obstacles, and ensure a smoother, more successful voyage from the outset.

Early engagement is about laying a rock-solid foundation. At this stage, an Owner’s Representative becomes a strategic extension of your team, collaborating with you to:

Service Area	Description
Sharpen Project Vision	Refine project scope to align with business objectives for maximum strategic value.
Financial Realism	Establish achievable budgets and timelines based on expert analysis to control costs and deadlines.
Optimize Strategy	Recommend optimal project delivery methods, contracts, and risk strategies customized to your needs.
Build Strong Team	Help select top architects, engineers, and consultants with the right expertise from project start.
Minimize Early Risks	Conduct feasibility studies to proactively manage site, environmental, and regulatory risks.

By bringing in an Owner’s Representative early, you’re not just hiring a consultant; you’re gaining a strategic partner who can proactively shape your project for success from its earliest stages. Remember, the earlier the engagement, the greater the potential for positive impact.

Value at Every Stage: Expert Guidance, Whenever You Need It

While early engagement provides maximum advantage, it’s crucial to understand that a skilled Owner’s Representative can deliver significant value and positive course correction at any point in a project’s lifecycle. Life happens, projects evolve, and challenges can arise unexpectedly. Whether you’re facing escalating costs during construction, encountering design complexities, or navigating intricate closeout procedures, an Owner’s Representative can bring their expertise to bear and provide the guidance you need to regain control and achieve a successful outcome.

Project Phase	What’s at Stake?	Owner’s Rep Role & Contribution
Inception & Feasibility	Clear objectives, accurate budgets, risk identification	Defines strategic objectives, conducts feasibility studies, site analysis, develops preliminary budgets, and identifies risks.
Planning & Design	Design efficiency, constructability, long-term functionality	Conducts rigorous design reviews, value engineering, budget analysis, ensures regulatory compliance.
Pre-Construction	Strong contracts, qualified teams, effective planning	Manages procurement, negotiates contracts, develops logistics and execution plans, mitigates risks proactively.
Construction	Cost control, schedule adherence, quality assurance	Provides continuous oversight, monitors progress, enforces quality standards, tracks schedules, manages change orders, resolves on-site issues.
Project Closeout & Commissioning	Efficient handover, operational readiness, complete documentation	Oversees commissioning, manages punch lists, reviews documentation, coordinates move-in, and operational handover.
Occupancy & Operations	Long-term performance, asset protection, sustained efficiency	Reviews warranties, establishes maintenance plans, monitors initial performance, identifies optimization opportunities for sustained success.

Is Owner’s Representation Right for Your Project, Right Now? Ask Yourself:

• Is my capital project characterized by significant scale, complexity, or strategic importance to my organization’s future?
• Does my internal team possess deep, specialized expertise in managing construction projects of this specific type and magnitude?
• Am I operating under tight budget constraints or facing significant pressure to maintain a strict project schedule in the current economic climate?
• Is effective navigation of complex regulatory requirements, permitting processes, or stakeholder management crucial to my project’s success?
• Do I recognize that independent, owner-focused oversight could significantly reduce my risk exposure and improve project outcomes?
• Am I seeking to optimize project value and ensure long-term asset performance, not just “get the project built”?

The Tangible Benefits: More Than Just Peace of Mind

While the peace of mind that comes from having expert oversight is a significant advantage of Owner’s Representation, the true value extends far beyond the intangible. The benefits are concrete, measurable, and directly impact your project’s bottom line and long-term success. Let’s explore the tangible advantages you can expect:

Benefit #1: Protecting Your Bottom Line – Significant Cost Savings & Improved ROI

Owner’s Representation is a strategic investment that protects and enhances your financial returns. Experienced Owner’s Reps optimize costs, achieving significant savings through:

• Strategic Value Engineering: Owner’s Reps analyze designs for cost-effectiveness and constructability, optimizing materials, system designs, and construction methods. They propose cost-effective alternatives without compromising quality.
• Expert Contract Negotiation: Owner’s Reps negotiate favorable contract terms using deep industry knowledge, securing competitive pricing and preventing costly pitfalls.
• Proactive Change Order Management: Owner’s Reps rigorously manage change orders, scrutinizing each for necessity and fair pricing, minimizing costly changes through proactive planning.
• Diligent Budget Monitoring & Cost Control: Owner’s Reps establish robust budget controls, proactively forecast costs, identify overruns early, and implement corrective actions to maximize ROI.

Benefit #2: Staying on Schedule – Projects Delivered On Time (or Ahead of Schedule)

In capital projects, delays increase costs and lost revenue. Owner’s Representatives focus on schedule adherence through:

• Proactive Schedule Management: Owner’s Reps develop detailed schedules, manage project timelines closely, identify bottlenecks, and proactively mitigate delays.
• Efficient Coordination & Communication: Owner’s Reps act as a communication hub, streamlining information flow among stakeholders to avoid miscommunication and coordination issues.
• Proactive Delay Mitigation: Owner’s Reps anticipate risks that cause delays (permitting, materials, subcontractors) and implement proactive mitigation strategies.
• Aggressive Issue Resolution: Owner’s Reps quickly resolve challenges or conflicts, maintaining project momentum and avoiding major delays.

Benefit #3: Ensuring Construction Quality – Protecting Asset Value & Long-Term Performance

Owner’s Representatives advocate rigorously for construction quality to protect long-term asset value through:

• Rigorous Design Reviews: Owner’s Reps review designs thoroughly for constructability, functionality, and long-term performance, identifying improvements to ensure quality construction.
• On-Site Quality Inspections & Monitoring: Owner’s Reps maintain an on-site presence, conducting regular inspections and ensuring compliance with quality standards.
• Implementation of Quality Control Protocols: Owner’s Reps enforce comprehensive quality protocols, conduct regular audits, and document quality control activities.
• Material Verification & Compliance: Owner’s Reps ensure materials meet specifications and quality standards, monitoring installation to prevent performance issues.

Benefit #4: Proactive Risk Mitigation – Anticipating Challenges & Protecting Against the Unexpected

Capital projects involve numerous risks. Owner’s Representatives proactively manage these risks through:

• Comprehensive Risk Assessments: Owner’s Reps identify, analyze, and prioritize project risks early, enabling proactive mitigation.
• Development of Mitigation Strategies: Owner’s Reps create actionable strategies, including contingency plans and contractual safeguards, reducing disruptions’ likelihood and impact.
• Contractual Risk Management: Owner’s Reps structure contracts to protect your interests, fairly allocating risks and minimizing disputes.
• Proactive Issue Resolution & Conflict Management: Owner’s Reps facilitate clear communication, swiftly resolving conflicts and preventing escalation into major disruptions.

Benefit #5: Streamlined Communication & Enhanced Efficiency – Freeing Up Your Time & Resources

Owner’s Representatives streamline communication and enhance project efficiency, allowing your team to focus on core business activities through:

• Centralized Communication Hub: Owner’s Reps serve as the primary communication contact, efficiently filtering and disseminating critical information to save time and reduce errors.
• Efficient Stakeholder Management: Owner’s Reps expertly manage stakeholder collaboration, aligning expectations, resolving conflicts, and maximizing efficiency.
• Proactive Reporting & Transparent Updates: Owner’s Reps deliver clear and concise project updates, keeping you informed without requiring micromanagement.
• Reduced Administrative Burden: Owner’s Reps handle administrative tasks (documentation, approvals, meetings), freeing your internal team’s time for strategic priorities.

Owner’s Representation is not just about oversight – it’s about delivering tangible, measurable improvements across all critical project dimensions: cost, schedule, quality, risk, and efficiency. It’s a strategic investment that empowers you to achieve project success and maximize the return on your capital investment.

Is Owner’s Representation Right for You? Determining Fit and When to Walk Away

Owner’s Representation offers significant advantages, but it’s not a one-size-fits-all solution. The most successful Owner’s Representation engagements are those where there is a clear alignment between the owner’s needs and the services provided. Let’s explore when Owner’s Representation is typically an ideal fit, and also when it might be prudent to reconsider.

When Owner’s Representation is an Ideal Fit

Owner’s Representation is most likely to deliver exceptional value and ROI in situations characterized by:

Project Complexity

Large-scale, technically intricate projects with multiple stakeholders, complex systems, phased construction, and demanding logistical requirements inherently benefit from expert oversight and coordination. Think data centers, hospitals, manufacturing plants, large mixed-use developments, or major infrastructure projects. If your project is pushing the boundaries of complexity, Owner’s Representation is a powerful asset.

Limited In-House Expertise

Organizations whose core competency is not construction management often lack the specialized in-house expertise to effectively manage complex capital projects themselves. If your team is stretched thin, or lacks deep experience in engineering and construction oversight for the specific type of project you’re undertaking, an Owner’s Rep bridges that expertise gap and ensures your project is guided by seasoned professionals.

Significant Financial Investment & Risk Exposure

Projects with substantial budgets and significant financial risk naturally warrant enhanced protection and oversight. If your capital project represents a major financial undertaking for your organization, engaging an Owner’s Rep is a strategic risk mitigation measure that safeguards your investment and maximizes the likelihood of a positive financial outcome.

Aggressive Schedules & Tight Deadlines

Projects with compressed timelines and demanding completion dates require meticulous schedule management and proactive problem-solving to avoid costly delays. If meeting aggressive deadlines is critical for your project’s success, an Owner’s Rep provides the focused schedule management and proactive mitigation needed to stay on track, or even accelerate delivery.

High Stakes & Critical Outcomes

Projects that are strategically critical to your organization’s mission, future growth, or operational continuity demand the highest level of assurance and control. If your project’s success is vital to your strategic objectives, Owner’s Representation provides the expert oversight and risk mitigation needed to minimize uncertainty and maximize the chances of achieving critical outcomes.

Owner Focus on Core Business

Executives and leadership teams are typically focused on managing their core business operations. Entrusting project management to an Owner’s Rep allows you to maintain your focus on your primary business activities while ensuring your capital project is being expertly managed and overseen by dedicated professionals, freeing up your valuable time and resources.

When Owner’s Representation Might Not Be the Right Choice (When to Walk Away)

While Owner’s Representation offers broad applicability, there are certain situations where it may be less critical, or even not the optimal approach. Consider these scenarios:

Small, Straightforward Projects

Very small, simple, and low-risk projects, such as minor tenant improvements or basic renovations, may not warrant the investment in full-scale Owner’s Representation. For highly routine and low-complexity projects, the added value of an Owner’s Rep might be less pronounced.

Unlimited In-House Expertise & Bandwidth

Organizations with exceptionally deep and highly specialized in-house engineering, construction management, and project delivery expertise, and ample internal resources, might feel confident managing even complex projects internally. If you possess a truly world-class internal project delivery team with proven experience on projects of similar scale and complexity, the need for external Owner’s Representation might be reduced.

Extremely Constrained Budgets (for Comprehensive Services)

While Owner’s Representation is designed to save money in the long run, there is an upfront investment. For projects with exceptionally and unrealistically tight budgets, where any professional service fee is deemed prohibitive, comprehensive Owner’s Representation services might be initially perceived as out of reach.

Unwillingness to Collaborate or Trust External Expertise

Owner’s Representation is a collaborative partnership built on trust and open communication. If an owner is fundamentally resistant to external advice, unwilling to delegate any level of project oversight, or lacks trust in outside experts, then a successful Owner’s Representation engagement is unlikely. For Owner’s Representation to be effective, a collaborative mindset and a willingness to value expert guidance are essential.

Making the Right Decision for Your Project

Ultimately, the decision of whether or not to engage an Owner’s Representative is a strategic one, specific to your project, your organization, and your risk tolerance. Carefully consider the factors outlined above, honestly assess your internal capabilities and bandwidth, and weigh the potential benefits against the investment.

Taking the Next Step: Engaging the Right Owner’s Representative for Your Project

Convinced that Owner’s Representation is the right strategic move for your capital project? Excellent. The next step is to understand the process of engaging an Owner’s Representative and ensure you select the right partner for your specific needs and project goals. Here’s a guide to the typical engagement process:

Step 1: Initial Consultation & Project Discovery

The first step is a preliminary consultation to determine if there’s a potential fit and mutual understanding. This initial discussion is typically free of charge and serves to:

• Introduce Your Project: You’ll briefly outline your project – its type, scale, location, key objectives, current phase, and any specific challenges you’re facing.
• Understand Your Needs & Goals: You’ll discuss your specific needs for project oversight, your priorities (e.g., cost control, schedule adherence, quality assurance), and your overall project goals.
• Learn About Owner’s Representation Services: The Owner’s Representative will explain their services in more detail, outlining their typical scope of work, areas of expertise, and approach to project management.
• Assess Potential Fit: Both you and the Owner’s Representative will have the opportunity to assess whether there’s a potential alignment of needs, expertise, and working styles. This is a no-pressure exploration to see if further discussion is warranted.

Step 2: Detailed Project Assessment & Scope Definition

If the initial consultation indicates a potential fit, the next step is a more in-depth project assessment. This involves:

• Comprehensive Project Review: The Owner’s Representative will conduct a more detailed review of your project documentation – drawings, specifications, budgets, schedules, contracts (if available), and any other relevant information.
• Needs Analysis & Gap Assessment: They will conduct a thorough needs analysis to fully understand your specific requirements for Owner’s Representation and identify any potential gaps in your current project management structure or in-house expertise.
• Scope of Services Definition: Based on the project assessment and needs analysis, a clear and tailored scope of services will be defined. This outlines the specific services the Owner’s Representative will provide, the project phases they will be involved in, and the specific deliverables you can expect. This scope is customized to your unique project needs and ensures clarity on roles and responsibilities.

Step 3: Proposal & Fee Agreement

Once the scope of services is defined, the Owner’s Representative will provide a formal proposal outlining:

• Detailed Scope of Services: A clear and concise description of the agreed-upon services.
• Project Approach & Methodology: An overview of their proposed approach to managing your project and delivering the defined services.
• Team & Qualifications: Information on the team members who would be assigned to your project and their relevant experience and qualifications.
• Fee Structure & Investment: A transparent and clearly defined fee structure for their services. This is often structured as a percentage of the overall project budget, a fixed fee, or an hourly rate, depending on the scope and project type.
• Terms & Conditions: Standard terms and conditions of engagement.

This proposal provides you with all the necessary information to make an informed decision about engaging the Owner’s Representative.

Step 4: Contract & Onboarding

Upon acceptance of the proposal and fee agreement, the final step is to formalize the engagement with a written contract. This contract will typically include:

• Detailed Scope of Services (as agreed upon)
• Fee Structure and Payment Schedule
• Terms and Conditions
• Insurance and Liability Clauses
• Confidentiality Agreements
• Termination Clause

Once the contract is executed, the onboarding process begins. This typically involves:

• Project Team Introduction: Formal introductions of the Owner’s Representative team to your internal team and other project stakeholders (architects, contractors, etc.).
• Document & Information Transfer: Sharing all relevant project documentation and information with the Owner’s Representative team.
• Establishment of Communication Protocols: Setting up agreed-upon communication channels, reporting formats, and meeting schedules.
• Integration into Project Workflow: Seamlessly integrating the Owner’s Representative into your project’s existing workflows and processes.

Step 5: Ongoing Project Management & Communication

With the contract in place and onboarding complete, the Owner’s Representative becomes an active and integrated member of your project team. Ongoing engagement typically involves:

• Proactive Project Management (as per agreed scope)
• Regular Progress Reporting & Communication
• Collaborative Problem-Solving & Decision-Making
• Continuous Monitoring & Oversight Throughout Project Lifecycle

Choosing the Right Owner’s Representative: Key Considerations

• Relevant Experience & Expertise: Does the firm have a proven track record of success on projects similar to yours in terms of type, scale, and complexity? Do they have specific expertise in your industry sector (e.g., healthcare, data centers, manufacturing)?
• Team Qualifications & Depth: Are the team members assigned to your project highly qualified, experienced professionals with relevant certifications and expertise? Does the firm have sufficient depth of resources to handle your project’s demands?
• Client References & Reputation: Does the firm have strong client references and a positive reputation in the industry? Speak to past clients to get firsthand feedback on their experience.
• Communication Style & Collaboration: Are they strong communicators? Do they demonstrate a collaborative approach and a willingness to work as a true extension of your team? Is their communication style compatible with yours?
• Fee Structure Transparency & Value: Is their fee structure transparent and clearly explained? Does the proposed fee represent good value for the scope of services and the expertise they bring?