Services / Deal Partner
Execute
Deal Partner
Senior support from LOI through closing.
A senior advisor beside you from LOI to closing: planning the diligence, joining lender and broker calls, and working through the business points in the purchase agreement. Deal Partner is scoped with you on a short call, then quoted.
Keep the same senior advisor from findings through closing. Deal Partner can follow any other service.
What you receive
Ongoing senior support through the transaction.
01A senior advisor from LOI to closing
02Diligence planning, lender and broker calls
03Business points in the purchase agreement
Not included
- Legal drafting or legal advice
- Acting as your broker
What we need from you
After you sign, through a secure upload link.
- The LOI and your timeline to closing
- Any diligence work already done
- Lender term sheet, if you have one
How it is priced
Scoped with you, then quoted in writing.
Deal Partner is scoped with you on a short call, then quoted.
Questions
Do you need the financials to quote?
No. Price, industry and a few yes-or-no questions are enough. Documents come after you sign.
Does your fee change if I don’t close?
No. Fees are fixed and never depend on whether the deal closes.
Keep a senior advisor beside you through closing.
Discuss your deal