Services Offered

Introductory conversation (for business owners)

NO COST - Up to 30min session

During an introductory conversation, we learn more about you and your business.

Depending on your unique situation, any or all of the following will be discussed:

  • the history of your business and how it is doing currently

  • your exit plans

  • basic details about how small businesses are valued

  • how small businesses are typically sold

*There is no further commitment after an introductory conversation unless you decide that you want additional assistance.

Introductory conversation (for business buyers)

A no cost introductory conversation is also available to buyers who want to learn more about financing options for an acquisition loan (select Buyer option when scheduling an appointment)

Additional Services Offered

Ongoing consultation

$49 – Up to 30min session

$95 - Up to 60min session

This option is for anyone needing general or limited assistance with:

  • the process of selling a small business (for business owners)

    • marketing the business

    • working with a buyer

    • closing a deal

  • financing options on a business acquisition (for buyers)

  • obtaining a loan for a business acquisition (for buyers)

*Assistance with the entire process of selling a business from marketing to closing OR obtaining a loan for a planned acquisition may require other optional services not listed here and can be discussed if desired