Success Based

Aligned With Outcomes, Not Hourly Billing

Our advisory work is compensated through a success based fee, paid only when a transaction successfully closes.

This aligns our incentives with yours: we get paid when the right deal gets done, not when a business is simply listed or marketed.

How the Success Fee Works

Success fees vary based on factors such as:

  • Transaction size and complexity

  • Industry and buyer profile

  • Scope of advisory and marketing services

  • Deal structure and timing

Because no two businesses (nor transactions) are the same, fees are discussed and agreed upon after an initial evaluation of sellability and scope.

Typical Structure

For most lower-middle-market transactions (business sales under $5 million) success fees are structured as:

  • A percentage of the final transaction value

  • Occasionally adjusted based on deal complexity or structure

All terms are fully disclosed and agreed upon before marketing begins.

(Exact terms are outlined in a written engagement agreement.)

What We Don’t Do

  • No hourly billing

  • No hidden fees

  • No incentive to overprice or oversell outcomes

Our focus is deal quality, certainty, and follow-through.

Before entering a listing engagement, sellers complete a Sellability Snapshot, which is a diagnostic driven document that looks directly at the potential success rate of your business’ sale.

This ensures clarity and alignment before either party commits to a sale process.

Schedule a confidential conversation