The kick-off call is an opportunity for us to get to know each other, discuss your business in detail, and understand your goals for the acquisition. We’ll introduce you to your dedicated M&A team, outline the process ahead, and address any immediate questions or concerns you might have.

The timeline can vary depending on several factors, including the complexity of your business, market conditions, and the readiness of your documentation. On average, the process can take anywhere from 4 to 12 months from kick-off to closing.

Your involvement is crucial in the early stages, especially during the valuation and marketing material preparation. However, we aim to handle most of the heavy lifting, keeping you informed at every step.

Initially, you’ll need to provide key financial statements, details about your business operations, client contracts, and information on your team and sales process. We’ll give you a comprehensive list of documents during our kick-off call to ensure you’re fully prepared.

We use a combination of methodologies to value your business, taking into account financial performance, market positioning, client base, intellectual property, and growth potential. Our goal is to ensure you receive a valuation that reflects the true worth of your agency.

Your business information will be handled with the utmost confidentiality. Only your dedicated M&A team and potential buyers, under strict non-disclosure agreements (NDAs), will have access to your information throughout the process.

Absolutely, confidentiality is paramount in the process of selling a business. A discrete approach ensures that your business operations continue smoothly without disruption, your employees remain focused, and your clients retain their confidence in your services. To safeguard confidentiality, a strategic plan will be implemented, involving nondisclosure agreements (NDAs) for potential buyers and sharing sensitive information only with those who have a serious interest and have agreed to confidentiality terms. This careful and considered approach enables us to seek out and negotiate with potential buyers while maintaining the utmost discretion throughout the sale process.

Absolutely. We encourage you to continue running your business as usual. Maintaining or even improving your business performance can positively impact the valuation and attractiveness to potential buyers.

Leveraging our extensive network and deep industry knowledge, we conduct a targeted search for buyers that not only meet the financial criteria but also align with your business’s culture and strategic direction. Our aim is to find a buyer who values what you’ve built and can offer a promising future for your agency.

You’ll have full support from our experienced M&A team, who will handle negotiations on your behalf. We aim to secure the best possible terms that align with your goals and expectations, ensuring you feel confident and informed at every stage.

While we aim to make the acquisition process as smooth and beneficial as possible, we understand that circumstances can change. You’re not obligated to continue if you decide it’s not the right time to sell. We’re here to support whatever decision is best for you and your business.

Our fee structure is easy to understand and aligns incentives throughout the process. During the engagement as our team works to match you with the perfect buyer, you pay a monthly retainer ranging from $5,000 – $20,000 depending on the size of your business. When your deal closes, you pay a success fee that is 10% of the cash consideration you receive on closing day! Seems simple? It is!

Post-sale, we can advise on transition strategies and, if desired, how to reinvest your proceeds or explore new ventures.

If you’re ready to take the first step towards your acquisition journey, simply schedule a kick-off call with us. This no-obligation conversation is your opportunity to learn more about the process, meet our team, and start mapping out the path to a successful acquisition.

Frequently Asked Questions