We may advise you
Fixed-fee or retainer advice on your options, value, and timing, with no obligation to transact.
Trust and transparency
We tell you which role we are playing.
Our model is more nuanced than a traditional broker's, and we believe that is a strength, as long as it is transparent. Here is exactly how we handle the roles we can play and the conflicts that can arise.
Why this matters
A seller's fair question: are you advising me, or buying me?
Because we can serve in more than one capacity, the honest answer is that it depends on the situation, and we will always tell you which capacity we are in before we proceed. Disclosure first, your choice second, is the heart of how we work.
The roles we may play
Four possible roles, always disclosed.
We may represent you as a seller
We position the firm, identify qualified buyers, and guide the process to closing on your behalf.
We may represent you as a buyer
We help acquisitive firms source, evaluate, and integrate well-fit acquisitions.
We may be a potential buyer
RWM & Company, a Franklin Alliance firm, or an affiliate may itself be a strong fit to acquire your practice.
Our promises to you
How we keep it fair.
We disclose in writing
If RWM or an affiliate may be a buyer, we tell you in writing, up front, before proceeding.
You choose the role
Nothing is predetermined. You decide whether we advise you, represent you, or step aside so you can pursue another path.
No quiet dual representation
We do not represent both sides of the same transaction without clear written disclosure and the informed consent of both parties.
Bring your own counsel
We encourage you to involve your own legal, tax, and financial advisors. Our materials are not legal, tax, or securities advice.
Our fee never costs you the best deal
If the best home is within our ecosystem, we may reduce or waive our fee, and we will still bring you competitive outside offers, so price is never the casualty of our involvement.
Start privately
Ask us anything about how we work.
We are glad to explain our role in your specific situation before you share anything sensitive. You can also review our fee model and conflict disclosures on the pricing page.
Have a confidential conversation