Educational

Stage

Schedule an Educational Call or Meeting with VRA Partners

Ideal for B2B CFO clients interested in selling their business or raising capital in the next 12 to 24 months

What Your Clients Will Receive:

• Overview of M&A and capital raising markets for private companies
• Overview of VRA’s M&A or capital raising process, including phases and timeline of the process
• Overview of various transaction alternatives

What Your Clients Will Pay:

• VRA Partners does not charge any fees for educating your clients on the above topics

Introductory

Stage

Schedule an Introduction Meeting with VRA Partners

Ideal for B2B CFO clients interested in selling their business or raising capital in the next 6 to 12 months – often starts with a phone call and is followed by an in-person meeting

What Your Clients Will Receive:

• Overview of M&A and capital raising markets for private companies
• A valuation based on public markets, comparable transactions and company’s financial profile
• Profiles of private equity investors, corporate acquirors and / or lenders active in their industry and who may be interested in a transaction
• Overview of VRA’s M&A or capital raising process, including the phases of and timeline of the process

What Your Clients Will Pay:

• VRA Partners does not charge any fees for introductory meetings

Transaction

Stage

Engage VRA Partners to Represent Your Client as their M&A Advisor

What Your Clients Will Receive:

• Professional representation by a member FINRA/SIPC firm - required registration for any firm raising capital or selling equity for a client company
• Client service level of a boutique firm along with the global resources and access associated with much larger investment banks
• Senior M&A professionals with the highest level of transaction experience and expertise
• A full deal team serving as an around-the-clock extension of their management team and working in partnership with B2B CFO® partner and other 3rd party advisors
• M&A marketing strategy customized to achieve their desired objectives
• Hands-on senior-level support from signing of the engagement letter to closing

What Your Clients Will Pay:

• Nominal, one-time retainer, plus success fee based on a percentage of purchase price or capital raised
• VRA Partners is not paid a success fee unless your client closes a transaction