Engagements
Structured around
the operation.
Three engagement tiers define the scope of an engagement. The appropriate tier is determined by the volume and complexity of your receivables environment — confirmed through the written assessment, not selected upfront. The standard of delivery does not vary between tiers.
Engagement model
Ongoing
Retainer Engagement
B2B · Select clients only
Denmark-based · International
The engagement
External financial operations, built in.
Crestmont operates as an embedded operational practice — not a consultant who advises and exits, and not a service that arrives after damage has been done. The engagement introduces structure, communication governance, discipline, and visibility to the receivables layer of the business. It becomes part of the financial operating rhythm of the organisation.
The engagement begins with the four-stage framework — Mapping, Order, Continuity, Clarity — and is maintained on a defined cadence thereafter. It is not a one-time intervention. It is a standing operational infrastructure built around each client's receivables environment.
Scope of engagement
What the engagement covers
01 — Receivables Structure
Establishing the structure
- Full receivables environment review and mapping
- Invoice cycle audit and restructuring
- Payment term review and formalisation
- File organisation and classification
- Account prioritisation framework
- Follow-up protocol design and documentation
02 — Operational Management
Active operational management
- Active follow-up and payment coordination
- Overdue monitoring on a defined cadence
- Priority flagging before escalation is required
- Proactive client communication management
- Protocol adherence review and adjustment
- Invoice sequencing and cycle maintenance
03 — Reporting & Visibility
Structured management visibility
- Regular structured management reporting
- Balance status and movement summaries
- Cash conversion visibility reporting
- Priority and attention flagging
- On-request receivables position reviews
- Cadence-based reporting delivery
The full scope above applies across all engagement tiers. What differs between tiers is the volume and complexity of the environment being managed — not the standard of delivery or the elements covered.
Engagement tiers
Three tiers.
One standard.
The appropriate tier is determined through the written assessment — not selected in advance. Each tier applies the same operational framework and the same standard of delivery. What varies is the scope of the environment being managed and the complexity of the structure required to manage it.
Tier 01
Standard
For operations with 20 or more active debtors and a consistent invoice cycle that lacks a governance structure.
- Full receivables environment review and mapping
- Invoice cycle audit and follow-up protocol design
- Active overdue monitoring on a defined cadence
- Proactive payment coordination and client communication
- Regular structured management reporting
- Balance status and cash conversion visibility
Tier 02
Advanced
For higher-complexity environments with multiple revenue streams, irregular payment terms, or significant management reporting requirements.
- Everything in Standard
- Multi-stream receivables management and segmentation
- Complex escalation logic and priority flagging
- Irregular payment term governance and tracking
- Expanded reporting — position reviews, movement summaries
- On-request receivables position analysis
- Protocol adjustment and cadence review
Tier 03
Custom
For cross-border operations, multi-entity structures, non-standard invoice environments, or situations that require a purpose-built operational framework.
- Purpose-built engagement framework designed to the operation
- Cross-border receivables management (multiple jurisdictions)
- Multi-entity or group-level receivables structure
- Non-standard payment term and invoice environment governance
- Tailored reporting structure and delivery cadence
- Full scope defined and confirmed in writing at engagement
Suitability
Who this is built for
The engagement is designed for B2B operations where payment movement is a financially consequential operational layer — and where the discipline to govern it has not kept pace with the volume. Crestmont is not a generalist service. The work requires the right environment to deliver it properly, and we are selective about the operations we take on.
A strong fit
- B2B operations with invoice-based revenue
- Multiple active client accounts across the receivables ledger
- Management seeking clearer visibility over their own position
- Operations where payment follow-up is inconsistent or reactive
- Businesses where late payment is affecting operating rhythm
- Companies that invoice well but collect with less discipline
Outside our scope
- Consumer-facing businesses (B2C)
- Single-invoice or one-off project structures
- Businesses requiring debt collection or legal recovery
- Operations seeking a short-term or one-time intervention
- Companies with fewer than 5 active receivables accounts
Becoming a client
Three stages.
All in writing.
The process from enquiry to engagement is structured, written-led, and conducted directly by the founder. It is not a sales process — it is a mutual evaluation. Crestmont confirms that the operation is within scope and that the engagement can be delivered to the standard we maintain. The prospective client confirms that Crestmont is the right fit for what they need.
Enquiry
The prospective client submits the enquiry form on the contact page. Brief details about the business and the receivables environment allow Crestmont to assess whether the operation is within scope before any further exchange takes place. We respond within three business days.
Initial Assessment No fee
Where the enquiry is within scope, a structured written exchange follows across two rounds. The founder examines the operation's receivables environment directly — invoice volume, customer types, payment timing, ownership of follow-up, dispute handling, and current reporting visibility. At the close of the exchange, Crestmont delivers a brief written observation report: what was observed, areas warranting deeper examination, and the scope of what an engagement would cover. The Initial Assessment is conducted at no fee.
Engagement
Where fit is confirmed on both sides, the engagement begins. An onboarding fee is charged and the monthly retainer commences. Month 1 includes a full operational examination of the receivables environment. From Month 2 onward, the engagement runs on the four-stage operating framework: Mapping, Order, Continuity, Clarity.
Engagement structure
Onboarding fee at start. Ongoing monthly retainer from Month 2. Scope confirmed in writing before engagement begins.
Capacity
Limited client load maintained at all times. New enquiries reviewed — progression deferred when full.
Geography
Denmark-based. International B2B operations within scope.