Starter | Premium | Elite | |
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$ 5,500 $ 6 $2,750 per participant |
$ 8,000 $ 7 $4,000 per participant |
$ 12,000 $ 29 $6,000 per participant |
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Best For | |||
Type of Practice | |||
Type of Engagement | |||
Features | |||
Non-Advocacy Support Our team will work with both parties to negotiate and finalize the deal in a neutral, non-advocacy capacity. |
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Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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Industry Specific Form Agreements SRG will provide you a form contract tailored for your needs based on the information we gather from you. |
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Contract Revisions We know it's hard to think of everything on the first try. Each package receives at least one contract revision to ensure the final product is exactly what you need. |
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Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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Cash Flow Model A robust pro forma model that illustrates the cash flows based on the terms, taxes, timeline, growth/attrition, for both buyer and seller. The model allows for a variety of alternatives to be evaluated as well as looking at best/worst case scenarios. |
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Industry Resources We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need. |
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Facilitate e-signature & digital archive We will facilitate e-signature for all documents and store them for you up to seven (7) years if you need an extra backup. |
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Timeline The timeframe is a general estimate based upon the milestones that need to be completed as well as the number of calls and scope of work to make that happen. For clients that are motivated and/or good at making decisions, it is possible to complete the project in less time. Should delays come up, or you need time to make decisions, our projects remain active and open for up to a year after you engage. |
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Options | |||
Expedite Fee The expedite option reduces the timeline, subject to client cooperation. You will receive premium scheduling opportunities and/or increased turnaround time in between deliverables, following the receipt of full information. |
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Additional Participants | |||