TEVERSHAMWEALTH PLANNINGFORT WAYNE, INDIANA(260) 555-0127Request a first meeting

HOW WE ARE PAID

The fee should be clear before the work starts.

You will know what the planning costs before it starts. We take no success fee on your sale, and the first meeting is free.

Calculator and planning materials on a wood desk

FIRST MEETING

No charge.

90 minutes, at our office or your place of business.

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.

AFTER CLOSING

0.70% / 0.40%

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.

Get a fixed quote after one conversation.

Request a first meeting