The Deal Support package includes all the essentials to move from handshake to close — without unnecessary complexity.
Inclusions:
Client can be buyer or seller.
Deal structure and terms recommendations based on our best practices and industry standards.
M&A Expert review of deal intake form and letter of intent provided by the client.
Guidance on deal financing with lender referrals.
Attorney completed asset purchase agreements.
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This package is ideal for advisors who have:
Already identified a buyer or seller
Agreed on basic deal terms
Want expert guidance to complete the transaction without delay
Are looking for light, structured support — not full M&A advisory
Whether you're doing your first deal or simply need help tying it all together, this package was built for your needs.
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Our process keeps things simple and efficient:
Discovery Call – We gain an understanding of the deal structure and what's already in motion
Document Review – We evaluate term sheets and ensure critical points are covered
Legal Agreement Preparation – Our experienced attorney prepares the final legal agreements with all deal terms and necessary requirements included
We work quickly and collaboratively with both parties to support a clean, timely closing.
*The client pays 50% ($2,997.50) of the fee at the time of purchase. The initial payment is non-refundable once the service has commenced. The balance is due when the term sheet is agreed to and is due upon receipt. The invoice for the second payment is cancelled if legal support is not engaged.
Flat fee for service is based on one purchasing advisor. There is a fee of $1,500 per additional purchasing advisor to cover the preparation of their legal documents.
The client will have the option to upgrade to full deal support (negotiating and transition coaching) as the deal requires. The upgraded service will replace the 50% balance due with a success fee of 1% of the sale price. The success fee is due at the closing of the deal and paid directly out of the buyer’s funding.
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