Brand Launch Proposal

Crossing Point Partners.

October 2, 2026

Current state

What I heard.

“We want to walk before we run.”

Need to stand up a brand.
Don’t over-invest in a website this early.
Create an initial landing page for the next deal announcement.
Already have four deals on the books.
Growth comes from referrals first: CPAs, attorneys, wealth managers and commercial bankers.
Want a partner who can grow with the firm.

Every prospect should see themselves

Your market.

Lower & middle-market companies

Who they are

Owner-operated companies

What they need

Senior-level advice and a disciplined process, sized to their deal.

Family & founder-led businesses

Who they are

Owners weighing a sale, succession or recapitalization.

What they need

Expertise and sensitivity to small business and family dynamics.

Where

North Jersey.

Key sectors

Manufacturing, Distribution, Healthcare, Food & Beverage, Industrial and Business Services.

Track record

Four deals on the books before even launching the brand.

Referral strategy

Your network.

Commercial bankers

Why

They see clients outgrow their credit or face an ownership change early.

What they need

An advisor who protects their own relationship.

Attorneys

Why

Corporate and estate counsel often hear first that an owner is thinking about selling.

What they need

Confidence their client is in experienced, careful hands.

Wealth managers

Why

Most of a business owner’s net worth is tied up in the company.

What they need

A partner who can turn that value into liquidity.

CPAs & Tax advisors

Why

They know the numbers, and often know an owner is ready before anyone else.

What they need

A trusted referral and a seat at the table.

What the brand has to do

The brand’s job.

Earn the referral

A CPA or attorney is putting their name on the line. The brand should make that an easy call.

Signal experience

New firm, seasoned team. With four deals in, the work should look established.

Feel personal

Founders are handing over their life’s work. The brand should feel warm, direct and trustworthy.

Travel well

Logo, landing page and deck should be easy to forward, print and drop into an email.

Walk, then run

Project list.

Logo & branding

When

Now. Weeks 1 to 4.

Why it matters

Everything else is built on it, starting with the next deal announcement.

Initial landing page

When

Now. Live by week 5.

Why it matters

Gives prospects and partners a place to see who you are.

Pitch deck

When

Next, once the brand is set.

Why it matters

Your company story.

Website

When

Concurrent with pitch deck.

Why it matters

Expands the landing page, tells your story, provides credibility.

How it works

Phased roadmap.

Phase 1: Brand

Purpose: Establish the brand.

Deliverables:

Kickoff and positioning session
2 logo concepts, 2 rounds of refinement
Color palette and fonts
Design of email signature, business card, LinkedIn banner
One-page brand guide

You provide

Firm story, team bios, logos you admire

Phase 1: Landing Page

Purpose: An initial start for the next deal announcement.

Deliverables:

One page: deal information, what you do, team, contact
Mobile QA, domain and hosting setup
Launch plus 10 days of support

You provide

Domain access, headshots, deal details, CTA.

Phase 2: Pitch Deck

Purpose: A firm story.

Deliverables:

Messaging and story outline
Firm overview deck, 12 to 15 slides
Editable PowerPoint master
Two rounds of feedback

You provide

Current deck, process, sector focus, completed deal summaries

Phase 2: Website

Purpose: Grow the landing page into a full site.

Deliverables:

Up to 6 pages
Services, who we serve, team, deals
A page written for referral partners
Launch plus 10 days of support

You provide

Feedback within three business days

Start small, add as you grow

Investment.

Start here

Phase 1 Brand + Landing Page

$2,800

fixed project fee ($3,300 if priced separately)

Logo, palette, fonts and one-page brand guide
Email signature, business card design, LinkedIn banner
Landing page with all new copy
Hosting setup, domain configuration
Complimentary hosting on our server for 3 months after launch ($15/month thereafter or $165 for 12 months)

Phase 2 Pitch Deck + Website

$4,500

fixed project fee ($5,200 if priced separately)

Messaging and story outline
Firm overview deck, 12 to 15 slides, with editable master
Landing page grows into a site of up to 6 pages
Services, sectors, team, transactions and referral partner pages
Built on Phase 1, so nothing is redone

Grow with you

Partner retainer $600/month. Up to 5 hours a month for deal announcements, LinkedIn graphics, site updates and decks. Month to month.

Online deck +$950. Your firm overview as a link your network can forward, with a PDF download. Built from the pitch deck.

Referral partner one-pager $650. A leave-behind for your network.

Payment

Phase 1: 50% to begin, 50% at landing page launch. Phase 2: 30% to begin, 40% at design approval, 30% at launch.

Scope

Two feedback rounds per deliverable; further changes at $125/hour. Phase 2 pricing held for 6 months.

Not included

Domain fees, stock photography, printing, and hosting after the first 3 months. Valid through October 30, 2026.

Recent websites.

01 Stonewood Layne. Commercial real estate advisory.

02 Evoke Intelligence. AI for regulatory agencies.

03 System Automation. Regulatory technology platform.

T.H. Easter Consulting website screenshot

04 T.H. Easter Consulting. Organizational & workforce consulting.

“Eileen takes ideas and turns them into a graphical representation that sends the message.”

Charles Rubin, President, System Automation

“[Eileen] really works collaboratively to realize the client’s vision.”

Susan Brooks, JD, Principal, T.H. Easter Consulting

Why SELO?.

Business first approach

Generic design often misses the commercial point. Our strategy is shaped by years of experience across industries. We build design solutions that help you win deals, communicate your value and stand apart from competitors.

Untangling complexity

Your expertise is your greatest asset. Our talent lies in architecting a clear and compelling story from your most complex, abstract concepts, ensuring the final narrative is powerful and memorable.

We become your in-house partner

We provide the focus and agility of an in-house designer with the broad expertise of an outside consultant. The proof is in our partnerships: 85% of clients come back year after year, and many have worked with us for 15+ years.

“I now have my marketing team.”

EJ Corwin, Principal, Wincor Holdings

Clients served.

B2B & Non-profits

National

Eileen Powers

About.

I’ve spent more than 20 years helping organizations explain complex ideas in ways people remember. SELO Group started as a design consultancy and grew into a creative strategy practice: brand systems, sales materials, pitch decks and websites built to move a business forward.

CREDENTIALS: Certificates in Design Thinking and AI Strategies for Business Transformation, Kellogg School of Executive Education. BA, Loyola University Maryland.
CLIENT RANGE: The NFL, Sephora and Mars Wrigley, plus startups, small businesses and public institutions like the Port Authority of New York and New Jersey.
SALES AND MARKETING BACKGROUND: Top sales performer at Bloomberg; Director of Marketing at Billy Casper Golf Management.
WORK THAT LASTS: Frameworks and brand assets that teams keep using long after the project wraps.

Next steps.

1
Approve Phase 1. Reply by October 9, 2026 and we’ll hold your start date.
2
Sign and send the deposit. 50% to begin Phase 1.
3
Kick off. Week of October 12, 2026. Positioning session to shape the brand. Logo concepts follow two weeks later.
4
Landing page live. Target: week of November 9, 2026, in time for your next deal announcement.

Questions?

Eileen Powers

eileen@selogroup.com 973.809.7469

Approve Phase 1