Consulting built for
how firms actually work.

A Surveyor engagement is a structured audit of one or more service areas within your firm — your technology stack, your operational workflows, your CRM and data quality, your compliance processes, or another defined topic. We map what exists, identify what is working, surface what is not, and produce a written set of prioritized, actionable recommendations.

Surveyor engagements are productized and priced as fixed fees, scoped to the service areas covered. Each begins with a discovery conversation, proceeds through a defined assessment period, and concludes with a written findings report and readout session.

Our recommendations are independent and we earn no commissions from vendor relationships. We do this to avoid conflicts of interest and make sure that the recommendations provided are tailored specifically for your firm's needs.

A Surveyor engagement stands alone as a service or serves as the foundation for ongoing work. Clients who continue into a Navigator or Cartographer subscription receive a 20% discount on their Surveyor fee.

Some engagements are not about discovering what to do. The firm already knows. A custodian transition is decided. A system migration is overdue. A vendor selection has to happen. What the firm needs is not more analysis — it is someone to help carry the work from intention to completion. An Expedition is that engagement: a defined piece of work, scoped to a specific objective, with a clear beginning and a clear end.

An Expedition is a standalone project engagement. It exists for the substantial, bounded work that sits outside the rhythm of our other engagements — the kind of work that has a destination rather than a cadence. A custodian transition. A CRM cleanup that restores stale data. The implementation of an AI-assisted workflow. Each is different in its particulars, but each shares the same shape: a clear objective, a defined scope, and a finish line everyone can see. Where the Surveyor engagement assesses and recommends, an Expedition helps execute and deliver.

Navigator is a subscription-based engagement designed for firms that want continuous access to operational counsel with predictable billing. The relationship includes ongoing operational counsel, monthly check-ins, and access to support for the day-to-day questions and small adjustments that operations work requires.

Navigator covers operational questions, vendor evaluations on tools you are considering, light coordination on your behalf, and small process adjustments. Larger initiatives — custodian transitions, full vendor selection cycles, system migrations, compliance program overhauls, and similar work — are scoped and quoted separately as expedition engagements.

Subscriptions begin with a minimum quarterly commitment, billed monthly, with the option to renew quarterly or annually. Annual renewals receive preferred pricing.

Active Navigator subscribers receive a 20% discount on separately scoped projects and on any additional Surveyor work undertaken during the subscription term.

Cartographer is Palivon's most comprehensive engagement, designed for firms ready to plan and grow with discipline. Cartographer includes everything in Navigator, plus structured strategic planning, KPI accountability, monthly strategy sessions, quarterly business reviews, and an annual meeting to review the year-behind and plan for the year-ahead.

Cartographer clients receive preferred access for scheduled work outside standard operating hours and preferred rates when out-of-hours support is needed and available.

Refer to our operating standards for details on availability and out-of-hours policies.

Palivon is currently taking on a maximum of five active Cartographer relationships. This cap exists to ensure each firm receives the depth of attention and strategic planning required. Inquire to confirm current availability.