Turnkey Deal Support
For Transactions With An External Buyer
When buyer and seller have found each other and are ready to make a deal, we provide two levels of support to help get the transaction to the finish line. Our packages are designed based on the most common straight asset purchase deals we see.
Up-Front Pricing and Two Levels Of Service
Turnkey Deal Support
$5,995 flat fee*
For Advisors Who Have Completed a Valuation and the Negotiation of Deal Terms, But Still Require the Completion of Legal Agreements for an Asset Purchase.
We work directly with our client only (who purchases the service) and not with the other party. Our initial expert review of your negotiated terms is to identify any gaps or make suggestions based on our experience and best practices; prior to our attorney starting the agreements. Service includes:
Term Sheet
One meeting with an M&A coach, supported by email communications to create a deal Term Sheet, on which both the buyer and seller will sign off.
Formal Legal Agreements
The Term Sheet is then provided to an attorney to complete the formal Asset Purchase agreements.
*Does not include business entity formation or entity documents/agreements.
This service is ideal when the buyer and seller have an established rapport and have largely established the terms and structure of the deal, but require professionals to complete the formal agreements for an Asset Purchase.
*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.
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.
Turnkey Deal Support Plus
$5,995 plus 1% success fee**
For Advisors Who Need Expert Deal Negotiations and Legal Support For A Straight Asset Purchase.
Service Includes:
Business Valuation
Our award-winning valuation that arrives at a calculation of value and provides a certified deliverable needed for financing.
M&A Consulting
Four to six meetings with an M&A coach, supported with email communications to negotiate and arrive at deal terms. A Term Sheet is then created on which the buyer and seller will sign off.
Formal Legal Agreements
The Term Sheet is then provided to an attorney to complete the formal Asset Purchase agreements.
*Does not include business entity formation or entity documents/agreements.
Transition Planning
One meeting with an Executive Coach to discuss transition planning considerations.
**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.
Need to form an entity as part of your deal?
Many of our clients choose to form an entity as part of their deal. Our Turnkey Entity Support service was designed by attorneys with decades of experience in the financial advisor industry. Our service includes everything you need to form and file your legal entity.
Have Questions? No Problem – We Can Help!
You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.