Our standard schedule: 12% of the first $1M, 10% of the next, then 8%, 6% and 4% through $5M, 4% from $5M to $10M, and 3% above $10M. A $10,000 onboarding retainer starts the engagement and is credited back at close.
The $10,000 onboarding retainer is collected up front and fully credited toward your success fee at close, so it's subtracted above rather than added on top. Total engagement cost is $300,000.
Our fee is success-based. The bigger and better your exit, the better we've done our job — our interests sit on the same side of the table as yours.
12% of the first $1M, then 10%, 8%, 6% and 4% through $5M, 4% from $5M to $10M, and 3% above $10M. Every extra dollar you get paid adds to our fee too.
Prefer a lower rate at close? Pick it. One half of the difference is collected up front as a retainer — and credited back in full against your fee at close.
Our standard schedule is a modified double Lehman: 12% of the first $1M, 10% of the second, 8% of the third, 6% of the fourth and 4% of the fifth, then 4% of value between $5M and $10M and 3% of anything above $10M. A $10,000 onboarding retainer starts the engagement and is credited back at close.
You pick the success fee rate you want to pay at close. We calculate the difference between that and the standard schedule, and one half of the difference is collected up front as a retainer. It is credited in full against your success fee at close, so you keep the rest of the savings.
Start with our free ExitReady Assessment. It gives you a data-driven value estimate, then you can return here to see your exact fee.
No. The success fee and the credited onboarding retainer are the whole picture. Any third-party costs (legal, tax) are yours to control and always disclosed in advance.