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... expansion to be used in a board meeting. How should he approach this?
I am not inclined to recommend doing free work, whats to say they don’t take his plan and execute themselves, however it is a very small company and the board most likely need this to sign off on the expansion in the first place. They have been very transparent with him on internal progress of discussion after board meetings and seem genuinely interested in hiring him
My wife had to do something similar. She wrote the plan and obfuscated key components, explaining she was willing to share the remainder of the plan once she was hired or for a fee. It worked out for her (she was hired and worked there for 3 years), but definitely a strategy that depends on the situation.