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Expert negotiation support to help you achieve the best possible financial and strategic outcomes.
Customized deal structuring tailored for high-value or complex transactions.
Coaching on client and staff retention strategies to ensure long-term stability post-sale.
Guidance on deal financing, including referrals to trusted lending partners.
Timeline management and comprehensive post-close transition planning.
Direct, one-on-one engagement with buyers, sellers, and key stakeholders to keep the deal moving.
Professionally drafted asset purchase agreements prepared by our attorney.
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Deal Support Plus is ideal for:
Sellers with a high-value book of business or team
Buyers acquiring multiple entities or large practices
Successor transitions or internal team ownership
Multi-partner or multi-phase equity transactions
Any advisor looking for structured, full-service guidance beyond documentation
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We take a hands-on, customized approach that covers the full transaction lifecycle:
Valuation Intake– We collect the necessary data to perform a detailed valuation of the practice being purchased/sold
Valuation Review – The Coach delivers the valuation results and recommendations during a 45-minute call
Deal Intake – We collect the core data on the acquisition/practice sale and progress to date for the deal
Negotiations and Deal Terms – We facilitate discussions between buyers, sellers, and key team members to develop the term sheet
Legal Agreements – The attorney takes the term sheet and develops all necessary legal agreements for the transaction
Transition - The M&A Coach works with you to plan and manage the close and transition of the deal
*An initial payment of $5,995 is made at the time of purchase. The initial payment is non-refundable once the service has commenced. A success fee of 1% of the sale price is due at the closing of the deal and paid directly out of the buyer’s funding. No success fee is due if the sale does not close.
The 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.
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