Overview

We are a flat-fee fiduciary firm seeking M&A opportunities with the right candidates.

In addition, we form relationships with other advisors and centers of influence as registered solicitors to our firm. Through this process, we are able to compensate our registered solicitors for referrals, provided all requirements are met under SEC Rule 206(4)-3.

If either of these interest you, it would be great to discuss further. Thank you.

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