Pricing &
Fee Schedule

Our engagements are structured around transparency. Below you'll find our fee schedules and compensation structures for each service offering. Every fee structure below is designed to align our interests with yours. We succeed when you do.

Enterprise Valuation Services

Enterprise Value Range

Up to $75,000,000

$75,000,001 – $100,000,000

$100,000,001 – $250,000,000

Above $250,000,000

Valuation Fee

$25,000

$50,000

$100,000

Priced Upon Request

LEVEL 1

Advisory & Coaching

Monthly Retainer

$10,000/mo

Success Fee

To Be Negotiated

Firm Representation

Client-led

LEVEL 2

Assisted Sale Process

Monthly Retainer

$20,000/mo

Success Fee

3% of transaction value

Firm Representation

Collaborative, Client-led

LEVEL 3

Full-Service M&A Advisory

Monthly Retainer

$25,000+/mo

Success Fee

5% of transaction value

Firm Representation

Union Pier Capital Managed

Learn More