Question 1

What does Talas Advisory do?

Accepted Answer

Talas Advisory is a treasury advisory firm that helps growth-stage and PE-backed companies build disciplined treasury infrastructure that scales. We work across six foundations — cash visibility, forecasting, banking structure, covenant intelligence, governance, and operating model design — through a structured Discover, Design, and Implement engagement model.

Question 2

Who does Talas typically work with?

Accepted Answer

We work with growth-stage, founder-led, and PE-backed companies. Our primary contacts are CFOs, Controllers, and VP-level finance leaders who recognize that their treasury operations need to be professionalized to support the next phase of growth.

Question 3

How do engagements typically start?

Accepted Answer

Every engagement begins with a complimentary strategy call with Amy Norman to understand your situation. If there's a fit, we typically start with the Discover phase — a structured assessment that surfaces structural risk, quantifies exposure, and defines immediate priorities.

Question 4

How long does a typical engagement last?

Accepted Answer

The Discover phase is typically completed within 4-6 weeks. Design engagements span 6-8 weeks depending on scope and organizational complexity. Implement phases vary based on the complexity of execution but typically range from 2-6 months. Every engagement is tailored to your organization but grounded in disciplined, repeatable best practices.

Question 5

Do you implement, or just advise?

Accepted Answer

Talas works alongside your finance and treasury teams to implement the structures we design. Engagements can include co-building models, restructuring banking frameworks, embedding governance controls, and supporting operational rollout. We don't stop at recommendations — we build and operationalize treasury systems with your team.

Question 6

How does Talas approach pricing?

Accepted Answer

We scope each engagement individually with clear, upfront pricing. No hourly billing surprises, no scope creep. You'll know exactly what you're getting and what it costs before we start. Pricing is based on engagement complexity, timeline, and deliverables — not billable hours.

Question 7

Do I need to hire a full-time treasury person?

Accepted Answer

Not necessarily. Many of our clients don't need a full-time treasury hire. Talas can help you build the infrastructure and processes so that existing team members can manage treasury operations as part of their broader finance role. We'll be honest about when a dedicated hire makes sense and when it doesn't.

Question 8

Does Talas sell or recommend specific technology products?

Accepted Answer

No. Talas is completely vendor-independent. We have no software partnerships, no referral fees, and no commissions. If we recommend a technology solution, it's because it's genuinely the right fit for your situation. We'll also tell you when you don't need new technology at all.

Question 9

What if we already have some treasury processes in place?

Accepted Answer

That's common. The Discover phase is designed to assess what you have, identify what's working, and pinpoint the gaps. We don't tear down what's functional — we build on it and fill in the missing pieces.

Question 10

Can Talas help with post-acquisition treasury integration?

Accepted Answer

Yes. Post-acquisition treasury integration is one of our core strengths. We help consolidate bank accounts, harmonize cash reporting, integrate forecasting processes, and establish unified treasury governance across newly combined entities.

Question 11

Who will actually do the work?

Accepted Answer

Amy Norman, personally. Every Talas engagement is founder-led. You work directly with the person doing the analysis, building the deliverables, and implementing the solutions. There are no handoffs to junior consultants.

Question 12

What's the best way to get started?

Accepted Answer

Schedule a complimentary 30-minute conversation with Amy through our Connect page. There's no commitment and no sales pitch — just an honest discussion about your treasury operations and whether Talas can help.

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