Sell us your QI

We partner with owners of Qualified Intermediaries to give them quick, straightforward exits that protect their team and culture and keep their businesses operating for the long term.

Are you an owner or executive at a Qualified Intermediary / Accommodator?

Are you an employee at a QI?

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Thanks for reaching out!

We’re excited to learn more about your business. Either Jeff or Jon will give you a call shortly to say hi, answer any questions you have and talk about next steps. Please answer when a number you don't recognize calls you - it could be us! If you can't wait, you can give us a call right now at (269) 999-1031.

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Selling your firm can be daunting

The community of Qualified Intermediaries is a small one – one that offers limited exit options to owners. Even if you're lucky enough to find a buyer, negotiations are lengthy, exhausting and you're usually left with a bunch of legal fees and no deal.

We want to change that. We perform simple diligence, make fair offers and draft straightforward contracts devoid of legal jargon. There are no “gotchas” from us –just an open and honest process and an outcome we are both happy with.

Whether your goal is succession planning or participating alongside us as we grow, we are flexible and can craft a win / win deal for you.

i want a win/win sale

Why sell to us?

If you are considering a sale, we can offer you a quick, straightforward conversation about what you want and how we can make it happen.

Private Equity

Full or partial cash out

3–6 month process

Founders locked in with earnout structure

Terms could make your equity worthless

Intervene and change your culture

Typically flip your company in 3–5 years

Full or partial cash out

44-day process

Founders can stay or go, we're flexible

Simple structure with cash upfront

Operate as-is with no culture change

Hold companies for the longterm

Our process is fast, friendly and simple

We’ll close in less time than the 1031 identification period.

Respond in

2 days

Make an offer in

7 days

Close the deal in

44 days

Easy 15-day diligence process focused on what matters

No golden handcuffs - founders can stay or go

Straightforward cash payments

i want to explore this

If you're not sure about selling your QI firm, reach out anyway. We’d love to connect with you on your terms.

Know someone we should talk to?

If you know someone we should talk to, reach out! We pay finders fees of $5,000 to $25,000 when we close the deal.

Are you an owner or executive at a Qualified Intermediary / Accommodator?

Are you an employee at a QI?

< back

Thanks for reaching out!

We’re excited to learn more about your business. Either Jeff or Jon will give you a call shortly to say hi, answer any questions you have and talk about next steps. Please answer when a number you don't recognize calls you - it could be us! If you can't wait, you can give us a call right now at (269) 999-1031.

Oops! Something went wrong while submitting the form.