When the read says sell
Sell your business, through us.
When you are ready, we run the sale from your Seat. We get the business and the numbers ready, build the buyer list, run the outreach, manage diligence, and negotiate price and terms alongside your attorney and your accountant.
Four ways through.
Outside sale.
Sell to a buyer in the market.
Internal transition.
Hand it to family or your team, over time.
Employee ownership.
An ESOP or an employee ownership trust.
Hold and professionalize.
Keep it, and make it run without you.
We help you pick the one that fits what you want after, not just the highest bid.
How we are paid.
A success fee at close, on the standard lower-middle-market scale (the Double Lehman): 10% of the first $1M of the deal, 8% of the second, 6% of the third, 4% of the fourth, and 2% on everything above $4M. A $50,000 minimum.
A monthly retainer of $3,000 to $8,000 while we prepare and run the process, credited in full against the success fee.
And half of what you have already paid us, Seat and pods, credits against the deal.
The work you did to get ready pays for itself twice, in a higher number and in fees that come back.
A $10M sale, worked.
| 10% of the first $1M | $100,000 |
| 8% of the second $1M | $80,000 |
| 6% of the third $1M | $60,000 |
| 4% of the fourth $1M | $40,000 |
| 2% of the remaining $6M | $120,000 |
| Success fee | $400,000 |
| Retainer paid, 8 months at $6,000, credited | -$48,000 |
| Half your Seat and pod fees, credited | -$25,000 |
| Due at close | $327,000 |
The credit line assumes two years of a Standard Seat and $22,000 of pod work, $50,000 paid, half of it credited. The success fee is 4 percent of a $10M deal. After the retainer and half of your prior fees come off it, the cash due at close is 3.3 percent.
What is included.
- Preparing the business and the numbers for market.
- Building the buyer list.
- Running the process and the outreach.
- Managing diligence.
- Negotiating price and structure.
- Working the deal to close alongside your attorney and your accountant.
What is not included.
- Legal fees.
- Your accountant or your quality-of-earnings provider.
- Tax planning.
- Anything a lender or a buyer requires that sits outside the sale process.
We tell you what those usually run before you commit.
It is a senior advisor, and it is free. If the timing is wrong, we will say so.