Deal Support

Buying or selling a practice has never been easier.

With more than 150 years of combined experience and hundreds of successful practice sales, our team brings the insight, structure, and best practices needed to achieve the best possible outcomes in one of the most important transactions you’ll ever make. We support both buyers and sellers, offering guidance for internal and external successions tailored to the level of support you need—all with clear, upfront pricing.

For advisors who have completed a valuation and negotiation of deal terms, but still need legal agreements for an asset purchase.

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Deal Support Premium

For buyers or sellers engaged in enterprise-level transactions valued at $3 million or more.

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NextGen Deal Support

For advisors who have an associate/junior advisor(s) they wish to phase into ownership.

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	Deal Support	Deal Support Premium	NextGen Deal Support
Item
Valuation
M&A Consulting
Negotiating			N/A
Legal Support
Earnings Model for Buyer
Transition Coaching
Number of Meetings	1 meeting with M&A expert	4 M&A expert meetings & 1 Transition coaching meeting	4 M&A expert meetings & 2 Transition coaching meetings
	$5,995	$5,995 + 1% of Sales Price	$12,995
Other	For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.	For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.	For transactions involving multiple NextGen buyers, an additional fee of $1,500 will be charged for each additional agreement. For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.
	Buy Now	Buy Now	Buy Now

Business Valuation

Our Deal Support Plus and NextGen Deal Support services feature our award-winning valuation—recognized by industry leaders as a powerful tool for advisor growth and successful deal making. We provide a calculation of value that combines the market-based approach used across the advisory industry with the proven M&A standard of discounted earnings analysis. By integrating these two methods, we deliver a balanced perspective that reflects the interests of both buyer and seller.

Term Sheet & Legal Documents

Our seasoned M&A consultants can represent the buyer, seller, or act as a neutral third party in internal successions. We prepare a detailed term sheet outlining key terms, deal structure, and essential protections—balancing risk while fostering commitment to a successful outcome. This term sheet then serves as the blueprint for legal counsel, guiding the preparation of all required agreements.