BEFORE THE SALE
$9,500 to $18,000
Flat fee, depending on the number of owners and companies. Quoted in writing after the first meeting.
HOW WE ARE PAID
You will know what the planning costs before it starts. We take no success fee on your sale, and the first meeting is free.

FIRST MEETING
90 minutes, at our office or your place of business.
BEFORE THE SALE
Flat fee, depending on the number of owners and companies. Quoted in writing after the first meeting.
AFTER CLOSING
0.70% a year on the first $5 million and 0.40% above that, billed quarterly. A tax-season review is included.
We are not a business broker. We take no success fee on your sale and no referral fees from brokers, bankers, or attorneys.