Our Services
Advisory Retainer Packages & Engagement Options
Our Services
Advisory Retainer Packages & Engagement Options
At The Borrego Establishment, our advisory retainers are designed to provide clients with consistent access, proactive guidance, and tailored expertise. Each tier aligns with the scope and complexity of your organizational needs—from focused advisory support to enterprise-level strategic partnership
Foundation Support
Best for small businesses, startups, or organizations seeking steady, targeted guidance on key priorities.
Scope Of Services
Up to 10 consulting hours per month
Dedicated access to senior consultants to address immediate challenges, review opportunities, and provide actionable solutions without the overhead of hiring full-time staff.
Monthly strategic check-in call (1 hour)
A focused session to track progress, refine priorities, and provide clarity on business, compliance, or operational concerns.
Email support with 48-hr response time
Reliable access to expert guidance when unexpected issues arise, ensuring you don’t lose time or momentum.
Document review (up to 2 per month)
Expert feedback on proposals, contracts, policies, or compliance documents to ensure accuracy, professionalism, and alignment with industry best practices.
Access to select resource templates & best practices
Curated resources (policy templates, compliance checklists, growth tools) designed to save time and strengthen organizational efficiency
Advisory on compliance, growth strategy, and operational oversight
Tailored recommendations for building a solid business foundation that supports long-term stability and scalability.
Engagement Term: Minimum 3 months
Growth Partner
Ideal for mid-sized businesses, nonprofits, or agencies requiring ongoing, hands-on support across multiple functions.
Scope Of Services
Up to 25 consulting hours per month
Comprehensive advisory across multiple departments—finance, procurement, operations, and governance—with the flexibility to shift focus as priorities evolve.
Bi-weekly strategy and progress calls (60–90 minutes)
Regular touchpoints to keep leadership accountable, evaluate performance, and refine strategies for sustained growth.
Priority email support (24-hr response)
Direct access to consultants for rapid solutions when urgent questions or operational roadblocks occur.
Policy & process development
Creation and refinement of organizational policies and workflows that strengthen compliance, reduce risk, and enhance operational efficiency.
One monthly training or workshop session (up to 2 hours)
Targeted skill-building for staff in areas such as compliance, procurement, leadership, or organizational development.
Advisory for business development & proposals
Strategic guidance on positioning, proposal writing, and stakeholder engagement to secure new opportunities and funding.
Data & performance reporting dashboards (basic setup, oversight, and monthly review)
Clear reporting that provides leadership with visibility into performance metrics, enabling data-driven decisions.
Engagement Term: Minimum 3 months
Enterprise Strategy
Designed for enterprises, government contractors, or organizations requiring full-service strategic oversight, transformation, and leadership partnership.
Scope Of Services
Up to 50 consulting hours per month
A dedicated advisory resource functioning as an extension of your executive team, ensuring strategic initiatives are implemented seamlessly.
Weekly leadership strategy sessions
High-level advisory that focuses on organizational transformation, executive decision-making, and proactive risk management.
On-demand availability for urgent matters
Immediate access to consultants during time-sensitive events, compliance deadlines, or stakeholder crises.
In-depth data analysis & performance metrics tracking
Customized dashboards and reports that provide a clear picture of financial health, operational efficiency, and program outcomes.
Comprehensive policy development, procurement strategy, compliance oversight
Full-scale governance support, ensuring adherence to legal requirements and maximizing competitive advantage in procurement and partnerships.
Customized training & professional development programs (up to 2 per quarter)
​Tailored leadership development, compliance workshops, and team-building sessions that strengthen staff capability and organizational culture.
Representation in high-level stakeholder, partnership, or government meetings
Trusted advisory presence in executive or public forums, providing credibility and strengthening your organization’s position in negotiations.
Support for M&A, grant development, and enterprise growth initiatives
Expert guidance for organizations undergoing expansion, mergers, or entering competitive procurement markets.
Engagement Term: Minimum 12 months
Custom Engagements
For organizations with specialized needs or one-time initiatives, The Borrego Establishment offers flexible, project-based engagements tailored to your objectives.
Options Include
Fixed-fee project pricing
Ideal for initiatives such as policy manual development, internal audit preparation, or proposal writing where scope and deliverables are clearly defined.
Hourly consulting
Perfect for leadership teams who require targeted, ad-hoc expertise without the commitment of a full retainer.
Workshops & training packages
Customized team training on topics such as procurement, compliance, leadership, or organizational strategy. Pricing is structured per participant or per session.
Strategic retreats or executive facilitation
High-impact sessions designed for executive teams or boards, focused on long-term planning, alignment, and vision-setting.
Payment Terms
Monthly Invoicing in Advance
All services are invoiced at the beginning of each month, ensuring transparency and predictability in budgeting. This approach provides clients with a clear understanding of their investment and eliminates unexpected mid-month charges.
Prepayment Incentives
Clients who opt to prepay on a quarterly or annual basis receive discounted rates as a reward for long-term commitment and partnership. This not only lowers the overall investment but also secures guaranteed access to advisory capacity for the duration of the agreement.
Flexible Payment Window
Payments are due within 15 days of the invoice date. This flexible window allows organizations to align payment schedules with their internal accounting processes while maintaining seamless access to our services.
Travel & Project-Related Expenses
When engagements require travel or direct project expenditures (such as specialized software, materials, or third-party vendors), these costs are billed separately at cost. All expenses are pre-approved by the client to ensure transparency and alignment with budget expectations.
Specialized Pricing for Nonprofits & Government Partners
Recognizing the unique funding structures of nonprofit organizations and government agencies, customized pricing models and grant-alignment strategies are available. We work with clients to explore cost-sharing, grant funding, and subsidized pricing options where applicable, ensuring that financial constraints do not hinder access to high-level advisory support.
If You Have Any Query, Lets Get In Touch
McAllen, Texas, United States