Why Work with SDR?
Protect your relationship with your client while maximizing the value of their business sale.
Schedule a MeetingThe Challenge
As a wealth advisor, a client that is interested in selling their business can bring a lot of value, but also risk. If they try to sell on their own or negotiate an unsolicited offer directly with the larger private equity firm, there's a chance you could lose that client to a financial advisor prospecting your client during the sale!
Business owners routinely receive 20+ solicitations to manage their wealth within 24 hours of an announcement that their company has been sold.
The Benefits of Working with SDR
Maximized Value
On average, we get 19% higher than average closing price on a deal for our clients over working directly with the private equity firm that made an unsolicited offer.
Return to Sender
Unlike the large, faceless national investment banks, we involve you, the financial advisor, in every step of the M&A process to help plan your client's goals and future.
Peace of Mind
In being more involved with your client in the process, there is greater confidence in a beneficial outcome and determining their next steps after the sale.
Personable Service
You and your client will have clear and consistent communication with our leadership team, senior staff, and our elite network of lawyers, estate strategists, and tax experts, and more.