Fee Policy
Unlike many firms in our industry, we generally do not charge up-front fees. If a company is profitable, marketable, and reasonably priced, you will not pay an upfront fee, retainer, or monthly work charges. While some firms demand $50,000 or more for a “valuation” or “marketing retainer” plus ongoing monthly payments. We believe M&A professionals should be compensated only when they deliver results.
Our total commission is competitive with most M&A firms and is tailored to the size of your
transaction. Because we are highly selective about the companies we represent, buyers
recognize the quality and value of these opportunities. This approach consistently leads to faster closings and higher selling prices benefiting both you and our firm.
We invest significant time and resources to help our clients achieve successful sales, which is
why we only accept a limited number of assignments each year. Our confidence in delivering
results allows us to work primarily on a contingent fee basis. If we believe we can sell your
company, we are prepared to invest our time, money, and expertise to make it happen.
Exclusive Representation: Why It Matters
To ensure the best outcome for our clients, we require a one-year exclusive agreement. This is in the seller’s best interest for several key reasons:
• Confidentiality: M&A transactions involve sensitive information. An exclusive agreement ensures strict confidentiality, minimizing the risk of leaks that could harm your business or reputation.
• Efficiency: Working with a single advisor streamlines the process, eliminating the need to coordinate multiple parties and reducing delays or misunderstandings. This leads to a smoother, faster sale.
• Maximized Value: With exclusive focus on your transaction, we can negotiate the best possible terms and maximize your sale price. Our network and expertise help identify qualified buyers, conduct thorough due diligence, and structure deals to your advantage.
• Aligned Interests: An exclusive agreement aligns our interests. Our compensation is tied to your success, so we are both motivated to achieve the best possible outcome.
• Risk Management: Having one experienced advisor reduces the risk of miscommunication, conflicts of interest, and other complications that can arise with multiple parties. This provides you with greater peace of mind throughout the process.
If you’re seeking a results-driven, client-focused M&A advisor who invests in your success, we would be honored to discuss how we can help you achieve your goals.