A teammate, not a broker.

Assist is an optional add-on for owners who want more hands-on support. You get a dedicated team that builds a professional CIM (Confidential Information Memorandum), creates a financial model with projections, preps your diligence materials, and runs targeted outreach to buyers. Everything free stays free, and Assist layers on top without replacing any of it.

Assist is priced as a fraction of what a broker would charge on the same deal, with no retainers and no upfront fees. Pricing varies depending on deal size and scope. Schedule a call with our team for a specific quote.

No. That's one of the biggest differences between Assist and a traditional broker. You can use Assist while also pursuing other channels, talking to brokers, or fielding inbound interest. You stay in control of who you talk to and when.

The CIM is a polished, investor-grade document that presents your business to serious buyers. It typically runs 30 to 40 pages and covers the business overview, market position, financial summary, growth opportunities, operations, and key risks. Think of it as the document that moves a buyer from interested to wanting to make an offer.

Yes. Most owners start with the free tools, get a valuation, and see what kind of buyer interest comes in. If you decide you want more support, you can add Assist at any point without losing your existing conversations, documents, or deal history.

Brokers typically charge 8 to 12% of the sale price, require exclusivity, and control the buyer relationship. Assist gives you broker-level deliverables (CIM, financial model, outreach) at a lower cost, with no exclusivity and no loss of control. You still talk to buyers directly, and you can walk away at any time.