Services

From first valuation to the closing table.

Engage us for a full transaction or a specific piece of one. Every engagement starts with a written letter setting out scope, deliverables, and fees.

Sell-side advisory

Representation for owners selling a company: valuation, marketing materials, buyer outreach, negotiation, and closing management.

Acquisition criteria, target sourcing, owner outreach, evaluation, and offer negotiation for buyers.

A market-based opinion of value built on recast earnings and comparable transactions — for sale planning, partner buyouts, and decisions.

Virtual data rooms, request tracking, quality-of-earnings coordination, and issue resolution.

Cash at close, seller notes, earn-outs, rollover equity, working capital targets, and lender coordination.

A practical 1–3 year plan to reduce owner dependence, clean up records, and increase transferability.

We don't publish a rate card because every business and transaction is different. Here's how fees generally work.

An engagement fee covering preparation work, plus a success fee due only at closing, calculated as set out in the engagement letter.

A fixed fee quoted in advance for the defined deliverables.

Costs such as data room software or quality-of-earnings reports are approved by you before they're incurred.