Owner’s Representative – Private Client Review

A discreet, one-time review for cottage owners who already have a builder or design–build team in place and want a completely confidential, independent builder’s perspective before fully committing.

Who This Is For?

This service is designed for a very small number of private clients who,

  • Already have a builder, GC, or design–build firm selected or tentatively engaged

  • Have received a proposal, estimate, or preconstruction plan

  • Trust and respect their team overall, but feel the project is significant enough to justify a quiet,

    independent second opinion before everything is locked in

Typical thoughts might be,

  • “This is a major investment; I’d like another experienced builder to look at the plan, quietly.”

  • “The proposal seems reasonable, but I want to understand the assumptions behind it.”

  • “I’m not looking for a fight or leverage; I just want to know where the pressure points might be before we move ahead.”

This service is for owners who want to move forward with confidence, not suspicion. All while keeping their builder relationship intact.

What This Service Is (and Is Not)

This is a private, confidential, consultative review of the plan you already have, focused on:

  • How well scope, time, logistics, and constraints align

  • Whether key assumptions, risks, and dependencies have been surfaced and acknowledged

It is Not:

  • A replacement for your builder or design team

  • A negotiation, mediation, or complaint service

  • Legal advice, or involvement in any legal dispute, claim, or litigation

We do not tell you whether your builder is “too expensive” or “too cheap.” Every company structures its pricing, overhead, wages, and margins differently. Our role is a practical, builder-level reality check:

Given your property, your goals, and what is written in the plan, does this appear realistic and well considered, or are there areas that merit further discussion?

Confidentiality is absolute.

We do not contact your builder, share documents, or discuss your project with anyone outside our firm unless you explicitly ask us to. How and whether you choose to share our observations with your builder is entirely up to you.

Why a Private Review Can Make Sense

On complex, higher-stakes projects, it is normal for discerning clients to seek a second set of eyes—the way you might seek a second opinion on a medical or financial decision.

A private client review can help you:

  • See where the plan is robust and well aligned, so you can lean into it with confidence

  • Understand where assumptions are being made, so you can clarify them in advance rather than discovering them mid-project

  • Clarify what appears clearly included, what is excluded, and what remains undecided, so expectations are cleaner on all sides

  • Enter the next phase with a calmer mind and fewer “what if?” questions

Used thoughtfully, this service strengthens your position as a well-informed client and can make your conversations with your builder clearer.

Not more adversarial.

What You’ll Receive

When we accept a Private Client Review, you can expect a structured, one-time engagement that includes:

  • Private discovery & intake
    A short, focused intake so we understand your property, your goals, your existing team, and what is making you pause. This information remains confidential to our firm.

  • Independent document review
    A builder-level review of the materials you share—proposal, estimate, scope of work or preconstruction overview, key drawings, schedule, and relevant clarifications—through a practical, construction-focused lens.

  • Plain-language commentary on the plan
    Written notes highlighting where the plan appears clear and coherent, where it leans on assumptions, and where additional detail or discussion may be helpful.

  • Time and scope alignment check (not price shopping)
    We do not critique another company’s pricing model. Instead, we look at the time, sequencing, and resources implied by the plan and compare them to the scope and complexity of what you’re trying to achieve. Our focus is whether the described level of effort feels believable for the outcomes being promised.

  • Risk & pressure-point summary
    A concise summary of key risks or “pressure points” we see—logistics, sequencing, existing conditions, seasonal constraints, decision bottlenecks—that merit attention before you proceed.

  • Questions to take back to your builder (if you choose)
    A focused list of questions and clarifications you may wish to raise with your builder or design team. Whether you share them, how you share them, and when you share them are entirely your decision.

  • Review meeting to walk through our findings
    A live review (typically virtual) where we walk you through our observations, answer your questions, and help you decide how you’d like to respond or refine the plan.

Our work product is prepared for you, not for public distribution. You choose how, when, and with whom it is shared.

How the Process Works

  • Step 1 – Submit an application
    On the next page, you’ll provide your contact details and, in your own words, describe your project, what stage it’s in, what your concerns are, and who you’re working with.

  • Step 2 – We review your application, privately
    We carefully read each application in-house. In some cases, we may feel that your project is already well supported and that a private review would add little value. In others, we may feel a different type of consultation—or simply continuing with your current team—is the better path.

  • Step 3 – Invitation or decline
    After reviewing your application, we will either:

    • Extend an invitation to a private consultation, where we’ll discuss the scope, boundaries, and fees for a formal review, or

    • Politely decline to offer a consultation if we don’t believe this service is the right fit or we do not have capacity at that time.

This ensures that when we do engage, it is because we genuinely believe we can add meaningful value and support a healthy outcome for you and your project.

Professional, modern, luxury contracting for Muskoka cottages

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