10936 N. Port Washington Road
Mequon, WI 53092

Why Us

We have a high success rate of completions achieving our client’s objective of price, terms, and confidentiality.  Working with us you will avoid:

  • Having others know of your intentions.
  • Having premature disclosure causing loss of key accounts or personnel.
  • Having your business slip when you look for a buyer.

What We Do

We develop strategies, locate prospects, structure the transaction to secure the maximum market price under the best possible terms. We screen all buyers to insure financially and managerial capability.

  • Complete a detailed analysis of your business and help you understand the highest price the market will pay for your company.
  • Prepare a marketing program designed to confidentially present your company to the largest number of potential buyers.
  • Prepare a deal book which is a description of your company to present to prospective buyers.
  • Help you analyze offers to help you decide if they meet your objectives.
  • Provide advice and negotiation services during all phases of the transaction.

Fee Policy

On the Sell side, representing profitable cash flow clients, we do not charge retainer or up-front fees. We get paid when we deliver results. Our commissions are aligned to industry standards.

On the Buy side, individual and corporate development services can be on a contingent fee basis, based on the acquisition criteria designed for the client.