À La Carte Services

Right Advisory, Priced Only for What You Need — our À La Carte model is built for founders, buyers, and investors who want targeted expertise without committing to a full-scale engagement. You only pay for the specific services you need: nothing bundled, nothing inflated, no long-term retainers unless you choose them.

✔ Pay Only for What You Need ✔ Institutional-Quality Work Product ✔ Fast Turnaround ✔ No Bundled Retainers

Overview

Whether you are early in planning, preparing for financing, testing acquisition scenarios, or moving directly toward a transaction, our modular structure allows you to deploy institutional-grade advisory exactly where it creates the most leverage.

Simply select the services that apply to your situation. Each is delivered with the same rigor and quality as a full engagement — scoped and priced for precision.

Preparation & Positioning

Services & Pricing
  • Prepare Teaser — $100
  • Confidential Information Memorandum (CIM) — $500
  • Business Valuation Report — $950
  • 3-Year Business Plan — $500
  • SWOT Analysis — $300

Deal Documents & Legal Structuring

Services & Pricing
  • Letter of Intent (LOI) — $500
  • Stock Purchase Agreement (SPA) — $1,500
  • Employment Agreement — $400

Sell-Side & Buy-Side Packaging

Includes market positioning, buyer/investor materials, diligence preparation, and transaction-ready presentation.

Services & Pricing
  • Sell-Side Packaging — $2,600
  • Buy-Side Packaging — $2,600

Buyer Targeting & Capital Readiness

Services & Pricing
  • Buyer Profiling — $500
  • Buyer Corporate Presentation (PPT) — $500
  • Arrange Proof of Funding — $700
  • Acquisition Formulation & Go-to-Market Strategy — $900

Consultation & Advisory

Services & Pricing
  • General M&A Consultation — $50/hour (30-minute minimum)
    Perfect for rapid strategy calls, deal-structure reviews, valuation interpretation, or negotiation planning.

Financing & Capital Raise Preparation

Services & Pricing
  • Packaging for M&A Funding — $400
  • Preparing Company Package for Financing — $400
Pre-Sale Readiness
  • Get Company Ready for Sale — Call for Pricing
    A customized readiness program covering operational cleanup, financial normalization, risk mitigation, and value-creation planning.

Why Clients Choose À La Carte

✔ Pay only for what moves your transaction forward No bloated retainers, no bundled services you don't need.
✔ Institutional-quality work product Every deliverable meets the standard of a full-scale engagement.
✔ Fast turnaround Focused scope means quicker delivery and faster decisions.
✔ Scales into a full engagement if desired Ideal for owners in planning mode, capital raises, or selective deal execution.

Our À La Carte platform gives you control, flexibility, and transparency — allowing you to deploy sophisticated M&A, valuation, and capital-markets advisory exactly when and where it matters most. You choose the services you need and we will deliver high-quality results.

Ready to get started?

Call us for a confidential consultation at 770-689-8880. We'll identify the services that create the most leverage for your situation — no pressure, no bundling.

Contact Us