Echelon Private Advisory, San Francisco
A steady hand
for your business.
Echelon Private is business advisory and asset recovery for founders, firms, and the small businesses the Bay Area is built on. Fifteen years running operations, put to work on yours.
Turnaround, scaling, and the growth levers already inside your business. Unclaimed funds and assets, researched and claimed properly. One principal does the work.
Services
Two services.
One standard.
Advisory
Business Advisory Services
Private counsel for the decisions that matter. Turnaround, scaling, and growth work for founders and firms, delivered in person or over video and phone.
- In-person sessions at 1 Sansome Street, San Francisco, by appointment
- Video and telephone sessions when they suit your schedule, including after hours
- Complimentary 15-minute introduction for the first five people
- Engagements from $500, quoted before work begins
Recovery
Asset Recovery Services
Unclaimed funds and assets, pursued properly. Research, filing, and follow-through on recovery claims, handled end to end by one principal.
- Unclaimed property research and claim preparation
- Documentation assembled and filed correctly the first time
- Status monitored until the claim resolves
- Engagements from $500, quoted before work begins
Advisory calls
Start with a call.
One conversation to describe the operation and where it hurts. You will know what a diagnostic would cover and what it costs before anything else happens.
01
30 minutes, $150
The entry point. Describe the business, get an honest read on whether there is work worth doing.
02
60 minutes, $275
A deeper dive into the operation. Credited toward a diagnostic if you move forward.
03
Diagnostic, from $2,500
A fixed-fee walk of the operation as it really runs. Written findings, ranked by payback, plus the roadmap.
How the work gets done
The process runs itself.
The thinking does not.
Every engagement runs on the same backbone. The repetitive work, the digging, the paperwork, the checking, is handled by agentic workflows built for the task. What stays human is the part that matters: the read of the situation, the call on what to do, and the accountability for the result.
01
Research and diagnosis
Workflows gather the numbers, the documents, and the history before anyone sits down. You arrive ready to think, not to data entry.
02
Drafting and documents
Plans, summaries, and paperwork are drafted by the workflows and reviewed line by line by the principal before you ever see them.
03
Monitoring and follow-up
After the engagement, workflows keep watch on what was agreed and flag what needs attention, so nothing decided gets quietly dropped.
The terms
Quoted before work begins.
Paid only on acceptance.
One principal does the work. If our own checklist fails on delivery, the revision is free. That is the entire arrangement, and it has never needed fine print.
Contact
In-person sessions at 1 Sansome Street, San Francisco, by appointment.
Home base in Hayward, California. Serving individuals and small business owners across the East Bay and the Bay Area.