The Buy-Side Process

Draft — derived from existing site copy. Review and expand before publishing.

A clear, four-stage process — no surprises, no scope creep.

1. Discovery Call

30 minutes to understand your deal, your goals, and whether we’re the right fit. No commitment required.

2. Assessment

We evaluate deal readiness, identify risks, and map the right team and engagement model for your situation.

3. Team Assembly

Your Deal Manager curates and onboards the right providers. One retainer, one point of contact.

4. Execution to Close

We manage every workstream — diligence, negotiation, legal, tax — driving toward a successful close.

Your deal team, every stage

One point of contact orchestrates the full team: a Prep Team before the deal (growth advisor, accounting, tax planning), a Deal Team during (legal via Speed M&A, quality of earnings, tax, IP, M&A advisory), and a Post Team after (wealth advisor, tax advisor, transition coach).

Engagement options

• Legal Representation Only — Speed M&A provides full legal representation; you retain separate banking, QoE, and tax advisors. Estimated legal fee: $80k–$150k.
• Full-Service Deal Execution (most popular) — end-to-end transaction management, one partner, one fee structure. 1.75%–2.5% success fee + $30k retainer.

See For Sellers › Seller Readiness Assessment if you’re on the other side of the table.