For wealth advisors, CPAs, attorneys and bankers: when a business owner client sells, the proceeds land with whichever advisor is closest to the deal. Vanla Group represents owners of $2M+ companies in confidential sale processes, pays referral fees on introductions that close, and sends owners back to you for the planning conversation.
Three steps. You do the first one.
A client mentions stepping back, a succession problem, or an unsolicited offer. You send us a name and a sentence. We take it from there, confidentially, and keep you in the loop.
Valuation, buyer outreach, NDAs, a competitive process with several qualified buyers, negotiation and closing. Nothing goes to market without the owner's approval.
After closing, the proceeds conversation goes back to you, not to a bank we happen to know. We pay referral fees on introductions that close.
We built this for advisors who would rather keep the client than hand them to a bank.
Paid at closing on any introduction that becomes a completed sale. Terms are agreed in writing before we start, so there is never a question about who introduced whom.
Owners who sell need a wealth advisor for the proceeds. We send them to the partner who introduced them, and to trusted partners when nobody did.
Any business owner client of yours can have a conversation with us about what their company is worth and what would move the number. No cost, no obligation, nothing goes to market unless they ask.
Tell us about your practice, or introduce a client directly. Nik Avendano runs our partner relationships and replies personally, usually the same business day.
Expect a reply from nik@vanlagroup.com within one business day. If you would rather talk sooner, reply to that email with a time that works.
Our newsletter for owners thinking about an exit. Advisors forward it to clients as a way to open the conversation. One email a week, no pitch.
Owners of privately held companies doing $2M or more in revenue who are thinking about an exit in the next one to five years. Manufacturing, healthcare services, home services and trades, accounting, staffing, engineering and other professional services are where we have closed most often, but we work across industries.
Nothing up front. We are a business broker and M&A advisory firm paid a success fee at closing. If the business does not sell, the owner owes nothing.
No. The first conversation is a confidential valuation discussion. Most owners have it a year or more before they intend to sell, so they know what to improve first.
In writing, agreed before we start work with your client, and paid at closing. If your firm or licensing does not allow fees, we can structure the relationship as reciprocal introductions only.
Industry insiders, suppliers, former employees and fellow owners can introduce a business as a deal scout. We pay a fee at closing on introductions that close.