Our Services
Promotional & Marketing Services
Promotional & Marketing Services
- Prepare a professional practice profile / seller brief
- List on third-party, industry platforms
- Promote the listing with directed email campaigns with our proprietary database
- Highlight unique value drivers of the firm
Buyer Qualification & Screening
Promotional & Marketing Services
- Screen and qualify buyer inquires for fit, financing, and intent
- Require and manage the execution of non-disclosure agreements (NDAs)
- Maintain confidentiality throughout all buyer interactions
- Schedule and coordinate initial conversations with serious buyers
Due Diligence Coordination
- Assist in organizing due diligence materials
- Facilitate information requests and clarification from buyers
- Identify service compatibility and cultural fit for the transaction
Seller Representation & Advisory
Price Target & Deal Structuring Support
- Serve as your representative during buyer communications
- Provide negotiation support and deal strategy input
- Offer insight on market trends and valuation expectations
- Maintain momentum and facilitate timely follow-ups
Price Target & Deal Structuring Support
Price Target & Deal Structuring Support
Price Target & Deal Structuring Support
- Assist with asking price using current market data
- Provide considerations on potential deal structures
- Advise on terms of the transaction, such as earn-out vs. upfront payment
Closing & Transition Support
Price Target & Deal Structuring Support
Price Target & Deal Structuring Support
- Manage critical milestones and deadlines through closing
- Remain available post-closing for guidance or issue resolution