A short, introductory call or meeting with one of our M&A Advisors.  We want to understand your goals and questions when it comes to selling your business. We're happy to share more about our background and our deal process, and we want to see if it makes sense to work together.

When you and your business are ready, we'll talk with our selected Investment Partners and give them a snapshot overview of your business. This can be "blinded" if requested so that the name of your business remains private.  We'll then help set up calls or meetings with the Investment Partners who are interested in learning more about your business.

If everyone decides to pursue a deal together and a Letter of Intent (L.O.I.) is signed, we'll help coordinate parts of the deal process, from scheduling diligence calls to juggling materials. We will work hard to help keep the deal on track.  We only get paid a Success Fee when you reach the finish line - and we are paid by the buyer.