Transaction Consulting
The Buyer Found You. Here’s What Comes Next.
You may not need to take your practice to market. You still need a process to get to closing.
This service may fit if
- A buyer has already been identified
- You prefer a focused, private process
- You want a guide from terms to closing
Who it’s for
When Transaction Consulting May Make Sense
If one of these sounds familiar, you may already have what you need to move forward. You just need help getting to the finish line.
An associate or employee wants to buy
A colleague already knows your practice and has told you they are interested.
You received an unsolicited offer
An offer arrived without you putting the practice on the market.
A competitor or group has shown interest
Another practice or a larger group has approached you directly.
You already know your successor
You have someone in mind to take over the practice you built.
You have more than one offer
Comparing terms is hard when each buyer structures the deal differently.
You prefer a focused, private process
You would rather not market your practice to the open market.
The path to closing
Having a Buyer Is Only the Beginning
Finding a buyer is one step. Between that handshake and the closing table there is still a process to manage.
01
Buyer identified
02
Objectives and expectations
03
LOI and terms
04
Financing
05
Due diligence
06
Professional advisors
07
Contingencies
08
Closing
How SMB can help
A guide through the transaction
We help you understand what is happening at each step and keep the deal moving. Your attorney, CPA and financial advisors stay on your team.
01
Clarify your objectives
Define what a good outcome looks like for you.
02
Explain the process
Know what happens next, and what to expect.
03
Support the LOI and negotiations
Help you review terms and respond with confidence.
04
Coordinate financing resources
Connect the right resources as the buyer’s financing comes together.
05
Support due diligence
Keep requests, documents and timelines organized.
06
Help identify transactional counsel
Point you toward attorneys experienced in practice sales.
07
Coordinate contingencies, escrow and closing preparation
Track open items so nothing slows down the closing.
If the deal doesn’t close
What If the Buyer Walks Away?
If the deal with your identified buyer does not close, and you later engage SMB to take your practice to market, consulting fees you paid may be credited toward the success fee under your agreement.
Step 1
Consulting fees paid
If you later go to market with SMB
May be credited toward the success fee
Do I need this if I already have a buyer?
A buyer is a strong start, but terms, financing, due diligence, advisors and contingencies still have to be managed before closing. Transaction Consulting gives you a guide through that process.
Does my practice need to be publicly listed?
No. This is a focused, private process built around the buyer you have already identified.
Does SMB replace my attorney or financial advisor?
No. Your attorney, CPA and financial advisors remain essential. SMB coordinates the process and can help you identify transactional counsel.
What happens if my buyer does not close?
If the deal does not close and you later engage SMB to take your practice to market, consulting fees paid may be credited toward the success fee under your agreement.
How do I know whether consulting or full brokerage fits?
If you already have a buyer and prefer a focused process, consulting may fit. If you want to explore the wider market, full brokerage may be the better route. We will help you decide in a confidential conversation.