Advisory clients whose corporate requirements are served through the Corporate Advisory Service practice engage the firm for discrete and focused tasks with specifically defined terms. In these engagements, clients can be invoiced on a billable hours basis or on fixed monthly retainer.

Transaction clients bring in the firm for professional management of a financial transaction in those cases where a particular capability may not exist within the client organization, or where Monticello Capital's wide network of associations can be of direct and immediate benefit. For investment banking transactions, Monticello Capital is typically engaged with a fixed monthly retainer plus a success fee upon the completion of the transaction.