Michael Gatti

“The Succession & Acquisition Team was integral in helping me make my most recent acquisition. They helped with deal structuring, documentation, execution and facilitated financing. They saved me at least $10,000, or more, in fees from outside advisors. They were also able to help with the emotional side, for both the seller and me, which is a natural part of this process. Their “bedside manner” was the key to closing. Without their help, we could not have completed the deal.”

Shehab Mohammad

Our advantage

With extensive expertise and a refined workflow, we offer documentation, financing resources, and hands-on support in the matchmaking process to help you make the right decisions.

You will get personalized assistance from a member of our team for direct assistance through the transition process.

Competitive Pricing: Sell, buy, merge or find a continuity partner with an annual subscription of only $300 and no finder's fees, commissions or transaction costs.

Get started with us today

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 5762464

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