The network
The professional network
A transaction needs more than an advisor. We do not pretend to be the expert in every area — when specialised help is needed, you are introduced to professionals who do this work every day.
Professional synergy
Separate firms. One team, working to your objectives.
A sale goes wrong in the gaps between advisors far more often than it goes wrong inside any one of them. The attorney waits on the CPA, the lender waits on both, and the owner ends up carrying messages between professionals who have never spoken. That is not how this network operates.
Communication
Everyone works from the same facts and the same timeline. You should never be the one relaying a question from your lender to your accountant.
Collaboration
Advisors who have worked together before, and who will again. That history removes the posturing and gets straight to solving the problem in front of you.
Coordination
Diligence, financing, tax structure and legal drafting run in parallel rather than in sequence. Deals die of delay more often than disagreement.
Teamwork
One objective — yours. Each professional protects their own discipline while pulling toward the same outcome, and says so plainly when the deal is not right for you.
Representation
How your business is presented decides how it is valued. Every professional here represents you to the standard a buyer's advisors will be measuring against.
Planning
Exit planning, succession planning and deal structure worked out years ahead of a closing, not in the fortnight before one. The plan is written down and revisited.
Research
Market comparables, industry multiples, buyer profiles and competitive analysis — the homework behind a number, so your asking price survives scrutiny.
Start to finish
The same team from valuation through diligence, closing and the post-sale transfer. Nobody hands you off at the point it gets difficult.
Communication, collaboration, coordination and genuine teamwork are not soft words here — they are the difference between a deal that closes and one that quietly stalls. Every professional you meet through this network represents you to the same standard, from the first conversation to the post-sale transfer, so that what you sign at the end is a decision you are proud of.
IT, Marketing & Business Operations
M&A Attorney
M&A Attorney
Letters of intent, asset and stock purchase agreements, representations and warranties, restrictive covenants, and the diligence issues that surface in lower-middle-market deals.
- Letters of intent
- Asset and stock purchase agreements
- Reps, warranties and indemnities
- Restrictive covenants and non-competes
Introductions to M&A attorneys are made personally and at no cost to you — counsel who draft purchase agreements, negotiate reps and warranties, handle escrow and indemnification, and close business sales for a living. Named profiles are published as each attorney joins the directory.
Commercial / SBA Lender
Commercial / SBA Lender
Conventional and SBA acquisition financing, pre-qualification letters, realistic leverage and the equity a lender will expect a buyer to bring.
- SBA 7(a) acquisition financing
- Conventional commercial lending
- Buyer pre-qualification letters
- Equity injection requirements
Introductions to commercial and SBA lenders are made personally and at no cost to you — bankers who underwrite acquisition financing, 7(a) loans and seller notes, and who will tell you early what a deal can carry. Named profiles are published as each lender joins the directory.
Accounting & Tax
Transaction Accountant / CPA
Quality of earnings, add-back substantiation, working capital targets, and the tax consequences of an asset sale versus a stock sale — decided before the LOI, not after.
- Quality of earnings review
- Add-back substantiation
- Working capital targets
- Asset versus stock tax treatment
Introductions to transaction accountants are made personally and at no cost to you — CPAs who do quality-of-earnings work, normalise add-backs, model the tax consequence of an asset sale against a stock sale, and defend the numbers in diligence. Named profiles are published as each firm joins the directory.
Commercial Real Estate
Commercial Real Estate
The building is often the second transaction. Sale-leaseback, lease assignment, valuation of an owner-occupied property, or finding the right space for a buyer who is keeping the business but moving it.
- Owner-occupied property valuation
- Sale-leaseback structuring
- Lease assignment and consent
- Relocation and site selection
Introductions to commercial real estate professionals are made personally and at no cost to you — brokers and appraisers who value the building separately from the business, structure sale-leasebacks, and handle the lease assignment a buyer's lender will insist on. Named profiles are published as each professional joins the directory.
Wealth Management
Wealth Advisor
What the proceeds need to do after closing — and the planning that has to happen before it, while there is still time for it to matter.
- Pre-sale personal financial planning
- Proceeds and liquidity planning
- Estate and gifting considerations
Introductions to wealth managers are made personally and at no cost to you — advisors who plan for the proceeds before the wire arrives: capital gains, estate and trust structure, charitable strategies and what the money has to do for the next thirty years. Named profiles are published as each advisor joins the directory.
Insurance & Risk
Insurance & Risk
The coverage a lender will require at closing, key-person exposure, and buy-sell funding for businesses with more than one owner.
- Lender-required coverage
- Key-person risk
- Buy-sell agreement funding
Introductions to insurance and risk professionals are made personally and at no cost to you — specialists in representations and warranties cover, key-person and buy-sell funding, and the liability that transfers with the business. Named profiles are published as each professional joins the directory.
For professionals
Partner with us
Attorneys, lenders, CPAs, wealth managers and insurance professionals: buyers and sellers reach this practice at exactly the moment they need you, and they arrive already in a transaction.
- Qualified introductions, not cold lists
- A referral that is championed and followed up, not handed over
- A profile page here, linked from the work we publish
- Reciprocity — your clients get the same advisory support
How referrals work
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A need is identified
Usually during a valuation or a diligence conversation.
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The introduction is made
With context, so you are not starting from zero.
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It stays supported
We remain in the transaction and keep it moving.
Need an introduction right now?
Tell us what the transaction needs — an M&A attorney, an SBA lender, a CPA who has done quality-of-earnings work — and we will make the call.