Internal Successions Made Easier
Internal successions are some of the most successful transactions, leading to higher client retention and better outcomes for both buyer and seller. These transactions are unique compared to most M&A deals, and require additional support and planning to ensure positive outcomes for both the founding advisor and their successor.
Turnkey NextGen Deal Support
$12,995*
What We Do
*The client pays 65% ($8,446.75) of the fee at the time of purchase. The initial payment is non-refundable once the service has commenced. The balance is invoiced when the term sheet is signed and is due upon receipt. The invoice for the second payment is cancelled if the term sheet is not signed and the deal is discontinued.