Retainer fee
What it is: a commitment fee at the start of the engagement, paid upfront or in monthly installments.
A sale takes significant upfront work: financial analysis, valuation, marketing materials, and buyer outreach. The retainer means both sides are committed, and it is applied toward your overall engagement. It funds the preparation that happens before we ever approach a buyer.
Success fee
What it is: a percentage of the final sale value, payable only when your business sells.
This is the heart of how we are paid, and it puts us on the same side of the table as you. The fee scales with the transaction, so our focus is squarely on the best possible price and terms. If the sale does not close, the success fee is not owed.
Tail period
What it is: if a buyer we introduced purchases your business shortly after the engagement ends, the success fee still applies.
Deals often keep progressing past the engagement window. The tail period applies only to buyers we introduced, for a defined time afterward, so the groundwork and connections we built are fairly recognized.
Exclusivity
What it is: we work with you on an exclusive basis, so you are not running multiple advisors at once.
A single, coordinated advisor keeps your message to the market consistent, prevents conflicting negotiations, and builds buyer confidence. The engagement stays in place until it is formally ended in writing.
Expense reimbursement
What it is: certain direct costs for marketing and running the process may be reimbursed.
Presenting your business well sometimes means professional materials and outreach. Any reimbursable expenses are pre-approved and billed at cost, with no markups.
