Services
Everything an owner needs to sell well, from the first valuation to the closing.
Sell-side M&A
Retainer $15,000 to $20,000, credited at closing. Success fee 5% to 6% of enterprise value, minimum $250,000.A full, confidential sale process: valuation, buyer research, the confidential information memorandum, outreach to qualified buyers, management meetings, letters of intent, due diligence, and closing.
Business valuation
Fixed fee $7,500.A written opinion of value based on your financials, comparable transactions, and current buyer demand in your industry, with the 3 changes that would raise it most.
Exit planning
$2,500 per quarter.For owners 1 to 3 years from a sale. We build a readiness plan covering financial clean-up, management depth, customer concentration, and owner dependence, then check in every quarter.
Sell-side financial review
Included in every sell-side engagement.A pre-market review of your earnings and add-backs, so the buyer's quality-of-earnings work holds no surprises.
Buy-side search
Monthly retainer plus success fee.For select strategic and private equity clients, we find and approach owners of businesses that fit a defined buy box.