3% success fee
The signed engagement defines the transaction value used to calculate the fee.
Sell-side advisory
A clear fee. Direct senior attention.
One core engagement: prepare your business for sale, develop credible buyer coverage and manage the process through negotiations and closing.
$150,000 minimum fee
The success fee is the greater of 3% of the agreed fee base or $150,000.
$5,000 kickoff fee
Credited against the fee at closing. It is not added on top of the success fee.
For example, an $8 million fee base produces a $240,000 fee. With the $5,000 kickoff credit, $235,000 remains at closing. A $4 million fee base produces the $150,000 minimum, leaving $145,000 after the credit. These examples illustrate the fee calculation only.
The engagement is 12 months exclusive, with a 12 months tail limited to introduced buyers identified at the end of the agreement. Fee definitions, contingent payments, termination and the treatment of the kickoff fee if a sale does not close are set out in the signed engagement.
What the engagement covers.
Daniel leads the work and the commercial decisions with you. Research and drafting tools support preparation; qualified specialists provide legal, tax and accounting work.
01
Assess and prepare
Agree on the objectives and what needs to be ready.
Financial preparation
Organize financial records, reconcile the periods and document proposed adjustments. Review project and service revenue, work in progress, customer concentration and working capital. Accounting and quality-of-earnings work remain with qualified specialists.
Valuation discussion
Evaluate available evidence, earnings quality and transaction structure. Keep assumptions and limitations visible; distinguish advisor scenarios from observed transactions.
Mandate readiness
Assess seller objectives, ownership authority, financial readiness, credible buyer paths and the outside support needed before agreeing to a sale process.
02
Prepare materials and buyer coverage
You approve the materials and intended recipients.
Confidential materials
Prepare a teaser, company presentation and financial exhibits tied to the reviewed financial version. Obtain seller approval before release.
Buyer research
Identify and prioritize strategic acquirers and financial sponsors with supported fit. Separate acquisition history, current appetite and unresolved questions.
Reviewed outreach
Agree on a buyer list and outreach plan with you, then track responses and follow-ups. Research alone does not establish a buyer's interest in your company.
03
Manage discussions and offers
Compare the economics and the conditions.
Buyer qualification and access
Review buyer credibility, confidentiality arrangements and approved access before releasing sensitive information. Route document exceptions to counsel.
Management discussions
Prepare you for buyer questions, coordinate meetings and site visits, and keep the process and next steps clear.
Offer comparison
Compare price, cash at close, rollover, contingent payments, financing conditions and working-capital terms. You decide which offer to pursue.
04
Coordinate diligence and closing
Keep decisions, responsibilities and deadlines visible.
Diligence coordination
Maintain the request list, organize supporting records in the agreed data room and prepare responses for review. You authorize confidential disclosures.
Negotiations and closing support
Daniel leads commercial discussions and coordinates with your attorney, accountant and other agreed specialists through signing and funding. A closing is never guaranteed.
Third-party costs are separate.
Your attorney, accountant, quality-of-earnings provider and other agreed specialists bill separately. We discuss required support and scope before engaging them. An introductory conversation does not commit you to a mandate.
Questions about working together.
- What does it cost?
- A 3% success fee, with a $150,000 minimum fee. A $5,000 kickoff fee is credited against the fee at closing. Third-party legal, tax, accounting and other professional costs are separate. The signed engagement defines the fee base, payment terms and treatment if a transaction does not close.
- What is the engagement term?
- The engagement is 12 months exclusive, with a 12 months tail limited to introduced buyers identified on a list at the end of the agreement. The signed engagement sets the exact terms.
- What businesses are the focus?
- Independent founder- and family-owned electrical testing, controls and building automation, critical power, and TAB/commissioning businesses. Initial fit depends on seller objectives, financial readiness, service or repeat-customer revenue and credible buyer paths. Owners in other sectors can still contact Daniel.
- Do I need to be ready to sell?
- No. An introductory conversation can help identify preparation questions and whether an engagement makes sense. It does not commit you to a sale or include a formal valuation or accounting review.
- Can the website tell me my company's value?
- No business value range is currently available. The earnings calculator, when available, adds pre-tax profit and one owner's compensation already deducted from profit. That subtotal is neither full SDE nor EBITDA, and is not a valuation.
- How is AI used?
- AI can assist research, analysis and drafting. Daniel remains responsible for advisory judgment, relationships, negotiations and review. Seller approval controls the release of confidential materials.
- How is confidentiality handled?
- We agree on intended buyers, confidentiality arrangements and information release before outreach. Please begin with a business overview rather than confidential files; document sharing is arranged separately.