Start a Conversation That Could Reshape Your Capital Structure
28 minutes. Free. Confidential. Our initial consultations are designed to give you a clear, honest assessment — not a sales pitch. If we can't add value, we'll say so directly and point you to someone who can.
347 initial consultations since 2015. 92% client retention rate. We still return every call the same business day — a habit we started on day one and haven't broken since.
We've Received Your Request
Thank you for reaching out. A member of our six-person team — typically David or Nathan — will review your submission and respond within the same business day. We'll come prepared with initial observations tailored to your situation, so that first 28-minute conversation delivers real value from the start.
If you submitted outside business hours (Mon–Fri, 8:00 AM – 5:30 PM MST), expect our response first thing the next morning.
Every conversation begins under a strict confidentiality agreement. There is no obligation to engage, no pressure to commit, and no fee for the initial consultation. We've held 347 of these conversations since 2015 — and in every single one, the goal is the same: give you an honest assessment of whether we can meaningfully improve your capital position.
Your First Conversation
What Happens After You Reach Out
Most advisory firms start with a pitch deck. We start with questions. Our initial consultations follow the same structured approach we've used for 347 conversations — because we've learned that the first 28 minutes determine whether we're the right fit for each other.
Same-Day Acknowledgment
Within hours of your submission, a senior team member reviews your details and responds personally. No auto-replies, no junior associates screening calls. If you submit after 5:30 PM MST, you'll hear from us first thing the next business morning.
A 28-Minute Discovery Call
We'll schedule a focused conversation to understand your business, your capital structure, and what's prompting the inquiry. We come prepared with initial observations based on what you've shared in this form — so the call starts at a higher level than most first meetings.
An Honest Assessment
After the call, you'll receive a written summary of our initial observations — including whether we believe we can add meaningful value. If we can't, we'll tell you directly and, where possible, refer you to someone better suited. No pressure. No follow-up sales cadence.
Want the full picture? See our complete 5-phase process — from first handshake through closing and post-close support.
Common Questions
Before You Reach Out
Is the initial consultation really free?
Yes. The first conversation — typically about 28 minutes — costs nothing and carries no obligation. We believe that if we can't demonstrate value in the first half hour, we haven't earned the right to charge for anything. Paid engagement only begins after you've reviewed and signed a written engagement letter with a fully disclosed fee structure.
Who will I actually speak with?
A senior member of our six-person team — not a junior analyst or business development representative. We're a specialist collective, which means the person on the phone is also the person who will manage your engagement. For most initial conversations, that's David or Nathan.
What size of company do you typically work with?
Our clients are mid-market companies with annual revenues typically between $10M and $250M, though we've worked with businesses just below and above that range when the situation calls for our specific expertise. We serve companies across six industries in Western Canada — energy, food & agriculture, technology, construction, healthcare, and environmental services.
How long does a typical engagement take?
Our average engagement runs 13.2 weeks from diagnostic review through closing. Our fastest close was 31 days for an urgent refinancing. Timeline depends on complexity, lender appetite, and the condition of your existing documentation. We map all of this out in our 5-phase process so you know what to expect before committing.
Will you share my information with lenders before I agree?
Absolutely not. Your information stays strictly confidential until you explicitly authorize us — in writing — to begin lender outreach. We operate under a formal confidentiality framework that protects your competitive position throughout the advisory process. Full details are in our privacy policy.
I'm not sure I need a capital advisor. Should I still reach out?
That's exactly when a conversation is most valuable. Many of our strongest client relationships started with someone who wasn't sure they needed us. A quick diagnostic conversation can reveal whether your capital structure is working for or against you — and if it's already optimized, we'll tell you that too. Browse our case studies to see the types of situations where we've added the most value.
Important Disclosures
Wang Private Equity Inc. (Alberta Corporation No. 2015-0847231) is a registered capital advisory firm. We are not a bank, credit union, or deposit-taking institution. Client funds are not insured by the Canada Deposit Insurance Corporation (CDIC) or any provincial deposit guarantee program.
Service fees apply to all advisory engagements. Fee structures are disclosed in full via a written engagement letter before any work begins. Contact us or request our Schedule of Fees for details.
Registered Office: 10115 83 Street NW, Edmonton, Alberta T6A 3X4, Canada.
Wang Private Equity Inc. operates under applicable Alberta Securities Commission (ASC) exempt market provisions and provincial securities regulations. Registration No. EMD-2015-04782-AB.