Buyer Sherpa Program

Deal Experts to Help You Navigate Your Acquisition

Buying a business doesn’t need to be hard. Let our experienced team guide you through the process.

Once you’re interested in a particular acquisition, whether you sourced the deal yourself, or one of our Searchers found it for you, our Buyer Sherpa program is there to help you analyze, negotiate, and close your deal.

What Does the Buyer Sherpa Program Include?

All of the services in our Buyer Sherpa program can be combined with the services in our Search-For-You Program, making the business buying process seamless and easy.

Valuation opinion of target businesses

Deal structuring & negotiation (including Letters of Intent)

Connections to our preferred third-party experts in legal matters, tax, finance, Due Diligence, and more

Sourcing documentation for bank financing and/or investors

Keeping the deal on track – navigating inevitable obstacles and surprises and maximizing your odds of closing

Straight Forward Pricing

 

Cost
Initial Retainer: $1,950 / Up to 3 Deals

You’ll be matched with a deal expert that’s negotiated and closed at least 30 deals as an M&A advisor (most much more) who will expertly analyze, determine value, and help you craft an offer that works for you, the seller, banks, and investors (if applicable).

Milestone Success:
Each Successful LOI
$2,950

Charged once LOI has been negotiated and countersigned/accepted. At this point the Sherpa will help you through the myriad of challenges getting financing approved, due diligence completed, closing checklists completed, and all the inevitable surprises that pop up and try to kill your deal before closing (dealing with landlords, lawyers, angry spouses, you name it).

Milestone Success:
Closing
 1.5% ($15K minimum)

Success fee at closing can typically be financed into the loan costs, but is due upon your deal crossing the finish line

FAQ's

Can this be combined with the Search-For-You Program?

Yes. Retainer is waived for Sherpa is charged for Search Program Clients. But the success fees for the Sherpa program do apply if you want our assistance analyzing, negotiating, and closing your deal. Both success fees will apply at closing if you’re in both programs simultaneously.

Who are the Sherpas?

Experienced transaction advisors that have worked on dozens of transactions buy-side and sell-side and can help you navigate the process. You will get a chance to interview your Sherpa before you engage with us and make sure they’re a good fit.

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