Fees
What you pay Heirloom for a full sale, an existing-buyer transaction, or readiness work.
No monthly retainer, listing fee, or minimum success fee.
Compared with traditional fees
Brokers and M&A firms at this deal size often charge high single-digit or low double-digit rates, sometimes with a minimum. At many transactions in Heirloom’s range, 5% is roughly half. Fees vary by firm and deal, so compare the actual agreements.
Calculate my feeFee calculator
Enter the rate from a proposal if you have one. Through $5M the calculator starts at a 10% illustration. Above $5M, enter a quoted rate, since traditional schedules often decline as deals get larger.
The 10% rate is an illustration, not a quote.
What the $5,000 covers
You pay $5,000 when the work begins. It covers the preparation done before buyers see the company.
If the business sells, it is credited against the 5% success fee. If it does not sell, it is not refunded, and you keep the work produced.
The success fee applies to the purchase value you receive, including cash, seller financing, earnouts, and retained ownership. Salary you earn after closing is excluded. The fee on cash paid at closing is due at closing. The fee on any amount paid later is due when you receive it.
Engagement commitment: $5,000 · Success fee: 5% · Credit if the business sells: $5,000 · Monthly retainer: None · Minimum success fee: None · Payment timing: Due as each payment is received
What the 2.5% covers
The offer review is free. If you then hire Heirloom, the 2.5% success fee covers negotiation, diligence and financing coordination, defense against late price cuts, and closing.
Offer review: Free · Upfront fee: $0 · Success fee: 2.5%
Review my offerIf more buyer competition would likely help, we say so before you decide.
Other costs
If the business needs significant preparation before market, Heirloom scopes and prices that work first. Eligible readiness fees may be partly credited toward a later full-sale engagement.
Legal fees are separate. Your lawyer handles the letter of intent, purchase agreement, and disclosure schedules.
Accounting fees are separate when the books need assembly or a buyer requires a quality-of-earnings review.
Transaction tax planning is separate. It should happen before final terms are set.
Insurance, environmental, licensing, or industry-specific work may be needed. Heirloom coordinates the timing.
You approve third-party costs before the work begins.
Common fee questions
Most of the work that decides whether a sale is ready happens before buyer outreach. The commitment pays for that preparation and lets Heirloom limit the number of engagements.
No. It is credited against the success fee if the business sells and is not refunded otherwise. You keep the financial work, valuation, and materials produced.
The purchase value you receive, including cash at closing, seller financing, earnouts, and retained ownership. The fee on cash paid at closing is due at closing. The fee on anything paid later is due when you receive it. Salary you earn after closing is excluded.
Price, cash, financing, working capital, diligence, and legal terms can all change after the first offer. The 2.5% covers negotiation, diligence, financing coordination, and closing.
No. The percentage applies without a minimum success fee.