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.
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 in this discipline are made personally and at no cost to you. Named profiles are published here as each professional 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 in this discipline are made personally and at no cost to you. Named profiles are published here as each professional 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 in this discipline are made personally and at no cost to you. Named profiles are published here 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 in this discipline are made personally and at no cost to you. Named profiles are published here as each professional 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 in this discipline are made personally and at no cost to you. Named profiles are published here 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
A need is identified
Usually during a valuation or a diligence conversation.
The introduction is made
With context, so you are not starting from zero.
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.