Initiating the Process

Prospective clients should contact WSMC via e-mail, phone, or fax and provide a brief summary of their company, their objectives, and present circumstances.  We generally require either an Executive Summary or some form of written overview as a basis to initiate our review.  Most initial communication will be via e-mail and we strongly encourage prospective clients to utilize e-mail as the basis for communicating initial written documentation on their firm.  In most cases, we can review  and respond to prospects' overview information within three business days.  WSMC does not charge a fee for an Executive Summary overview, and thus we generally do not solicit a full business plan from a prospect until we have reviewed the Executive Summary, and through discussions with our prospect, have mutually agreed that the client attributes meet the criteria for becoming a WSMC client.

Due to our process of partnering with our clients, WSMC is selective in accepting prospects.  Substantially all of our clients are derived from a referral process, although we receive a significant quantity of unsolicited proposals from a diverse group of companies.  Due to the volume of proposals received and our desire to focus resources on being able to timely respond to opportunities and to properly service existing clients, WSMC will generally not review business plans from prospects, travel to remote prospect locations, or engage in substantial technical reviews of client information until the Executive Summary has been reviewed and the parties have subsequently concluded that a further exploration of a strategic relationship between WSMC and the client is appropriate.  WSMC has a policy of destroying rather than returning written documents we receive for prospects that do not become WSMC clients.


 

 

Wall Street Management & Capital, Inc.
Corporate Offices:
201 S. Orange Ave. Suite 960
Orlando, FL

Mailing Address:
531 Estates Place
Longwood, FL 32779

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