Financial Advisory Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP issued: March 18th, 2026
RFP Q&A period begins: March 20th, 2026
RFP Q&A period ends: March 27th, 2026
RFP responses due: March 31st, 2026 at 5:00 PM
QUESTION DEADLINE
Issuing Agency
The Chickasaw Nation
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The selected vendor will provide comprehensive financial advisory services to eligible very small businesses and organizations owned and controlled by socially and economically disadvantaged individuals. The scope of services includes delivering strategic financial guidance and operational support to help these businesses enhance their financial operations, improve strategic direction, and overcome challenges related to capital access readiness.
Specific responsibilities encompass assisting with the establishment of banking relationships, facilitating applications for government and tribal small business programs, preparing financial analyses, and advising on factors that may impact access to financing. The advisor will also provide expert counsel on financial management, strategic planning, and goal setting, as well as follow up with organizations to ensure progress.
Additionally, the contractor will develop presentations for potential investors, create financial models, prepare business plans, construct capital access strategy plans, and formulate revenue strategies to enhance access to capital. The contract period is set for three years.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.