Wealth Managers

• 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

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.

• “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