SellPQ
SellPQ
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    • Home
    • About
    • Login
    • For Sellers
    • For Advisors
      • For Advisors
      • M&A Firms
      • Accountants
      • Lawyers
      • Tax Advisors
      • Wealth Managers
      • Consultants
    • Tour SellPQ
    • BorrowPQ
    • Careers
    • Contact Us

  • Home
  • About
  • Login
  • For Sellers
  • For Advisors
  • Tour SellPQ
  • BorrowPQ
  • Careers
  • Contact Us

Wealth Managers

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As a Wealth Manager, SellPQ Will:

  

  • Strengthen the bond with existing clients and open door to new business
  • Create an entirely new revenue stream by helping your clients navigate end to end through their company sale process
  • Generate ancillary revenues from the SellPQ Community of service providers
  • Increase your profitability by offering a high margin SellPQ service 
  • Provide step-by-step guidance to you staff so they will not go “off track” when working with clients
  • Give you state of the art valuation and virtual data room tools 
  • Facilitate data gathering, streamline company sale work process 
  • Assure compliance with - and easy access to - all the steps required to successfully complete a sale transaction

The Product

SellPQ lets sellers easily control disclosure of proprietary company information on a selective basis to prospective buyers in a staged, and confidentiality appropriate fashion, for a “layers of the onion” reveal of company information tied to progress in negotiation.


Core features include:

  • Multiple valuation and scenario tools, including big-data comparison to over 30 million other companies, to help establish a baseline asking price and deal structure 
  • Ultra-secure virtual data room pre-configured for M&A with integrated step-wise guidance for each deal stage
  • Robust permissioning and proprietary workflow, within a simple user experience
  • A community of ancillary service providers including M&A expertise, management consulting, buyer prospecting, tax advisory, legal, deal negotiating, and more
  • Expert support from the SellPQ team from start to finish on preparation and progress, domain knowledge, information security, and getting best value.

Value to Wealth Managers

  • “White labelled product” with your firm’s logo throughout
  • Substantially increased margins deal by deal
  • Significant professional and staff costs savings 
  • Strengthens the bond with existing clients and opens the door to new business
  • Gets your client/owner ready to sell
  • Connects the dots to a successful transaction
  • Easy to use templates and integrated content
  • Market-based pricing based on multiple valuation and deal structure scenarios
  • Ultra-high security over confidential company data
  • Complete control over deal timing – taking the pressure off your clients and avoiding a “push” from other advisors dependent upon transaction fees
  • Prioritize “preferred” buyers and conduct parallel negotiations with multiple purchasers
  • Very low cost
  • Ultra secure

Find out more

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