I provide a menu of M&A services to meet your needs. My referral services are success-fee based and I offer optional firm fixed price and/or ad hoc hourly services as needed. You can select one, many or all services from the menu. My service fees are designed to be friendly to the lower middle market and cost substantially less than an investment bank or business broker.

M&A services

  • Success-fee based referral services
  • Exit Readiness Roadmap
  • CIM and story development
  • Target list development – strategic and/or institutional buyers
  • Market analysis
  • Negotiation support
  • Due diligence support

Please contact me for pricing and a complimentary consultation.