For Wealth Advisors
Whether your client is seeking to run a full sale process or already has an offer in hand from a counterparty they want to transact with and would like advice on discrete commercial topics without a success fee, we can help.
We realize you may have a strong perspective on what makes an effective banker and you may have M&A experience yourself. As extensive as your expertise is, we would be delighted to have the opportunity to be additive:
Discrete Workstreams (non-success fee based engagements)
- Buyer qualification & screening
- Reverse due diligence
- Commercial negotiation
- Process management
- Company valuation
- Company positioning (investment highlights)
Full Sale Process (success fee based engagements)
- Each of the workstreams mentioned above
- End-to-end senior banker attention to every element of the process
- Drafting of marketing materials
- Sale process design and execution
We are highly collaborative and aim to help our co-advisors shine as we work together to advance client objectives.
Frequently asked questions
How does Wayfinder work with wealth advisors?
We help you advise clients on the sale of their company while you remain their wealth advisor. We bring M&A specific advice to bear and coordinate with you and your client so you can advise on liquidity, tax and estate considerations as part of your broader financial plan.
When should I introduce a business-owner client to an M&A advisor?
Ideally 12 to 48 months before a planned sale, depending on how prepared the business is. An early conversation helps your client understand what the business may be worth, what could lower its value, and how much time they need to fix it.
What size businesses does Wayfinder advise?
Wayfinder advises owners of U.S. companies with $5 million to $250 million of revenue, across industries.
Will my client's information be kept confidential?
Yes. Initial conversations are confidential and free of charge, with no obligation to sell.
Thinking about selling? Start with a confidential conversation.
Tell us about your company and your goals. We will give you an honest view of how buyers are likely to view your business, what it may be worth in the current market, and whether now is the right time. There is no cost and no obligation.
Schedule a confidential conversation