Succession Advisory Confidentiality Commitment and Fee Statement

 We pledge that any information you submit to us will be revealed to no one without your consent. We will use the information solely to provide you insights, firm valuation, and recommendations.  We will identify compatible “partners,” only with your explicit permission. When a strong candidate is identified that may be helpful to your succession goals, they WILL NOT obtain your name or identity without your prior permission and not until we are able to reveal their identity to you.

While there will be no additional fees for obtaining a market valuation of your firm or a succession readiness assessment, there may be additional fees charged if you decide to use our Mergers & Acquisitions panel of experts for assistance in a merger or acquisition. Generally, additional fees will apply in the case of:

1) Assistance with locating firms for you to buy or merge in

2) Consulting advice pertaining to a specific transaction where you have identified a candidate for a merger, acquisition, or sale on your own

3) Situations requiring special search tactics to locate merger or acquisition candidates.

In many cases, if you seek to sell or merge upstream, our panel of experts can provide you their services at no additional cost to you. Additional fees, if any, will be incurred only on the basis of a successful closing of a transaction. You will be provided a full explanation of any additional fees you could incur for these services prior to incurring any additional costs.

Questions?  Please contact us at [email protected].