Dear Joe Sample:
Enclosed is an outline of the financial strategy and goal development service available to Sample Products Incorporated through LSW, Ltd. The cost estimate for Sample Products Incorporated assumes that two owners will be interviewed. Also enclosed is a Confidentiality and Non-Circumvent agreement that is my unqualified statement of protection for the information I receive concerning Sample Products Incorporated for the analysis.
I estimate the cost of the analysis for Sample Products Incorporated to be $18,000.00. I do not anticipate billing any out-of-pocket expenses. The normal time for me to complete the analysis phase of my work is six weeks. I would anticipate completing your analysis by DATE.
I cannot quantify the total value of the analysis phase of my service to your firm. However, if I did not know after our preliminary conversations that the return to your firm would far exceed the cost of my fee, I would not make this presentation. The initial estimate does included setting up a new cash management system and banking relationship that we identified as an immediatea need in our initial interview. The new system and relationship will earn you more than my fee in the first year.
Thank you for inviting me to submit this proposal. I look forward to the opportunity of working with you.
Respectfully Submitted,
Leonard E. Webster
President