1:13
Michael D. Rubin
Your Next Season
The founder on his experience, and on how a sale with MDR is actually run.
What it costs
Almost no advisory firm publishes this. We would rather you read it here than have to ask.
Success fee only
There is an industry-standard success fee if and when your company sells. If we do not complete a transaction, you owe us nothing.
Ask what it would cost →or call (855) 637-2776
5.0 from 43 Google reviewsOur fee structure is 100% performance based. There is an industry-standard success fee if and when we sell your company. If we fail to complete a transaction, you will owe us nothing.
That is not a marketing position, it is a filter. It means we only take an engagement we believe will close, and it means our interests and yours point in exactly the same direction from the first meeting to the wiring of funds.
The exact percentage depends on the size of the transaction — larger transactions carry a lower rate — and is set out in the engagement letter before you sign anything.
So there are no surprises: these are the costs that sit outside our fee.
| Cost | Who provides it | When |
|---|---|---|
| Transaction attorney | Your own counsel; we work alongside them | From letter of intent onward |
| Accounting and tax advice | Your CPA or a specialist we can introduce | Before market, and at closing |
| Formal third-party valuation | An accredited appraiser, if you want one | Optional, before going to market |
| Pre-exit consulting | Our consulting division, if you engage it | 12–24 months before a sale |
Our sell-side engagements are success-fee based. Where a formal valuation or a pre-exit consulting engagement is involved, those are separate services with their own scope and price, agreed in writing first.
As a percentage of the total transaction value, on an industry-standard scale that falls as the transaction grows. It is stated in the engagement letter, not left to be discussed at closing.
The engagement letter runs for a defined period and sets out exactly what happens if you withdraw. We will walk you through that clause line by line before you sign it — it is the clause sellers most often wish they had read.
We represent one side of a transaction. Where we act for a buyer under a buy-side engagement, that is a separate arrangement, disclosed to everyone involved.
Proof, on camera
Owners and advisors on film, by name, saying what the process was like.
1:13
Michael D. Rubin
The founder on his experience, and on how a sale with MDR is actually run.
1:58
Todd Bell
A multi-unit owner on professionalism, integrity and the relationship that outlasted the sale.
2:45
Seller · Hughes Tank Company
The owner of Hughes Tank Company on selling a Texas manufacturer, and what the process was actually like.
No cost, no obligation
Three short steps, and only the last one is required. The questions before it are what let an advisor come back with a real answer instead of a call asking for one.
Or call (855) 637-2776 and speak to somebody who has sold companies.
Start here
No cost, no obligation, and nothing leaves this office. Four fields, and an advisor comes back to you the same business day.