We review your revenue, client mix, and operations to develop a fair valuation. You’ll receive a clear proposal that outlines your initial payout, bonus potential, and ongoing grid.

We define key terms and milestones in a concise term sheet. It sets expectations for diligence, transition steps, and timing while we coordinate with compliance and legal on next documents.

We manage the move—account transfers, technology, and training—so you can stay focused on clients. You’ll conduct weekly meetings with our team, with hands-on support at each step.

Once requirements are met, we finalize closing and disburse funds according to the agreed schedule. We confirm post-close items and remain available to help you grow on the new platform.