Fees and how we work
Every adviser transaction is different. Client bases vary in size, structure, risk, and complexity, and the best outcomes come from fees aligned with results, not activity. We don’t use a one-size-fits-all fee schedule. Our fees are competitive, transparent, and tailored to your objectives and business.
Value-driven and competitive
Our fees are competitive with traditional brokers and internal succession options, but reflect the full scope of support we provide — not just buyer introductions. Our team brings experience from dozens of transactions worth tens of millions of dollars. Where required, our fee can include licensed business brokerage support, without duplication.
We provide end-to-end support, including:
Preparation and positioning
Access to a broad buyer network
Negotiation and structuring guidance
Coordination with legal, accounting, and finance advisers
Settlement and post-transaction support
Fees reflect size and complexity
Fees vary based on factors such as:
Business or client base size
Revenue mix and structure
Risk and complexity
Transaction type (sale, earn-out, staged transition)
Readiness and preparation required
Smaller and simpler transactions require less work and risk than larger or more complex ones, and fees are adjusted accordingly.
Flexible engagement options
Not every engagement leads to a sale. We also offer consulting to help advisers:
Understand value and key drivers
Improve saleability
Explore succession or partial exit options
Sense-check timing and market conditions
How fees are structured
Our fees typically include:
Engagement and marketing fee
Covers appraisal, structuring, preparation, and confidential buyer engagement. This ensures a credible, well-run process and is non-refundable.Success-based fee
The majority of our fee is only payable on successful completion, aligning our incentives directly with yours.
You remain in control at all times — whether to proceed, which offers to accept, and whether a transaction is right for you.
A conversation, not a formula
Fees are agreed upfront once we understand your objectives, your business, and the transaction you’re considering. We’re always happy to start with a confidential conversation.