How We Work
A clear, structured engagement — from the first conversation to the final sea trial. No ambiguity, no surprises.
The Engagement
Every engagement follows the same disciplined sequence. Each stage has defined deliverables, clear communication protocols, and a decision point before we proceed.
1–2 hours
We begin with a no-obligation conversation — by phone, video, or in person. You describe your vessel, your goals, and your timeline. We ask the questions that matter and give you an honest assessment of what the project will involve.
Deliverables
You decide whether to proceed. No commitment is required at this stage.
1–3 days on-site
Before any refit plan is written, we inspect the vessel in person. We assess her current condition, identify deficiencies, and establish a clear baseline. This is the foundation everything else is built on.
Deliverables
We present our findings and agree on the scope of the refit before any yard is approached.
1–2 weeks
We translate the agreed scope into a precise written specification — detailed enough that yards can quote accurately and be held to account. We then approach a shortlist of suitable yards and manage the tender process on your behalf.
Deliverables
You select the yard. We advise, but the choice is always yours.
1–2 weeks
We review the yard's contract, negotiate terms on your behalf, and ensure the specification is incorporated by reference. We establish reporting protocols, agree on a communication schedule, and brief the yard before work begins.
Deliverables
Contract is signed. Work begins on a defined schedule.
Duration of the refit
We maintain a regular on-site presence throughout the refit — inspecting workmanship, enforcing the specification, reviewing change orders, and keeping you informed. You receive written progress reports on an agreed schedule, with photographs and a running cost summary.
Deliverables
Any material change to scope, cost, or schedule is escalated to you before it proceeds.
1–2 weeks
As the refit nears completion, we compile a comprehensive punch list, supervise remediation of all outstanding items, and conduct a final inspection. We attend the sea trial, review the final invoice against the contract, and prepare a handover package for your records.
Deliverables
You accept the vessel only when we are satisfied the work meets the specification.
Fees & Retainers
Our fee structure is straightforward and transparent. We are paid by our clients — never by yards, brokers, or suppliers. This is the foundation of our independence.
For surveys, vessel assessments, yard visits, and discrete consultancy tasks. Billed at an agreed daily rate plus reasonable travel and accommodation expenses. Suitable for single-service engagements.
For full refit project management and extended owner representation. A monthly retainer covers all consultancy time, reporting, and on-site supervision for the duration of the project. Expenses are billed separately at cost.
For well-defined, bounded engagements — specification writing, tender management, contract review, or pre-purchase consultation. Agreed in advance, with no ambiguity about what is included.
All fees are agreed in writing before any work begins. We provide a clear letter of engagement setting out scope, fee basis, and terms. There are no hidden charges.
Common Questions
A good yard relationship is valuable — but it is not the same as independent oversight. Even the best yards have commercial interests that do not always align with yours. An independent consultant ensures the specification is met, the budget is controlled, and your interests are protected, regardless of how well you know the yard.
Fees vary depending on the scope and duration of the engagement. As a general guide, consultancy fees on a major refit typically represent 5–10% of the total project cost — and in our experience, they are recovered many times over through better pricing, enforced specifications, and avoided disputes.
Yes. If you have already chosen a yard, we can step in at any stage — to review the contract, supervise the work, or represent your interests through to completion. We do not require involvement from the outset, though earlier engagement generally produces better outcomes.
Yes. We are based in Florida but operate globally. We have managed projects in the Caribbean, the Mediterranean, Northern Europe, and the Pacific. Travel and accommodation expenses are billed at cost and agreed in advance.
We work with sail and motor yachts from approximately 30 to 150 feet. Our experience spans classic wooden vessels, modern GRP and aluminium yachts, and performance racing boats. If you are unsure whether your vessel falls within our scope, contact us — we will tell you honestly.
For an initial consultation, we can usually arrange a call within a few days. On-site availability depends on our current project commitments. We will give you an honest timeline at the outset — we do not overcommit.
Begin the Process
The first step costs nothing. Tell us about your vessel and your project — we will tell you how we can help and what it will involve.
Request a ConsultationFlorida, USA
Global Operations