Thrive Financial Group offers comprehensive consulting for both the buyer and seller. In many situations two interested parties need a liaison to help facilitate the transaction.

Let Thrive Financial Group Help Guide You

Many accounting and tax professionals have already identified a successor as well as a vision for what their succession plan should look like. However, many often struggle with the execution of the plan. For most, this process will be a first time experience filled with emotion and bias. Utilizing a third party firm allows for objective advice to allow for a smooth transaction.

Thrive’s comprehensive deal support including the following services:

Our comprehensive consulting includes:

  • Negotiations
  • Deal Support
  • Deal Structuring
  • Purchase Financing and Lending options
  • Valuations
  • Paperwork preparation and Closing Documents

Investment based on practice revenue

Up to 500k – $5,500
$500k to 1 Million – $9,000
1 Million + – $14,000
Paper work review only – $3,000
Buy/sell only – $1,500

For more information please contact us.

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