Legal and QofE Poviders

searcher profile

August 23, 2024

by a searcher in Amagansett, NY, USA

Does anyone have any recs for QofE and legal providers that focus on the smaller end of the M&A market? We're days away from an LOI for a $4M acquisition in the healthcare space and want to shop around a little as the providers we know are more focused on the larger end of the M&A market. Open to even indpendent consultants with experience in the space. And being a self-funded searcher, big preference to providers that are open to deferring part of the payment to deal closing. Any recs would be greatly appreciated!!

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Reply by a searcher
from University of Pennsylvania in Tampa, FL, USA
I recommend ^redacted‌ and ^redacted‌ at Ampleo. Wonderful work and experience on the QOE side. I worked with ^redacted‌ and SMB Law on the legal side. Excellent!
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Reply by a lender
from University of Wisconsin in Madison, WI, USA
Hi John,

Below are top recommendations for both areas - I have worked with all of these firms multiple times and they're top notch:

M&A Attorneys: -SMB Law Group: https://www.smblaw.group/ -Clear Focus Law: https://www.clearfocuslaw.com/ -FMJ Law: https://www.fmjlaw.com/ Financial Due Diligence/Accountant: -Midwest CPA: https://midwest.cpa/ -Builder's CPA: https://www.builders.cpa/

If you're looking for help on the SBA financing side, would love to help. I've helped 55 buyers in the last 25 months go through the SBA financing process. Here is a link to reviews from former clients: https://endorsal.io/reviews/pioneer-capital-advisory-llc

I don't require a signed exclusivity agreement, and I get paid directly by the bank after you close. Feel free to reach out if you're interested in speaking - redacted Smith
President / Owner
Pioneer Capital Advisory redacted
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