The people around the deal
One point of contact. A full bench behind it.
You keep one point of contact. When the work calls for it, we bring in trusted advisors and coordinate them, so nothing falls between the seats and everyone works from the same numbers.
01
Around the transaction
- M&A and corporate counselThe purchase agreement and the legal reading.
- SBA and commercial lendersFinancing that fits the deal, with the earnings read the lender needs.
- Investment bankers and brokersThe process and the buyers, with the numbers ready before they ask.
- Real estate and equipment appraisersReal estate and equipment values where the lender requires them.
- R&W insurance brokersCoverage built on the same diligence the buyer uses.
02
Around the owner
- Tax and estate plannersPlanning for the sale, the gift or the next generation.
- Wealth managersWhat the proceeds do after the close.
- Insurance and benefits advisorsKey-person, buy-sell and benefits coverage that matches the plan.
- Technology and AI partnersSystems and tools that keep the numbers clean after we leave.
Each firm is a separate business with its own engagement terms.
03
Refer with confidence.
- Your client stays yoursWe do our part and hand the relationship back.
- You stay in the loopWe keep you posted as the work moves.