No competing wealth arm
We don't manage money. The client relationship stays with you before, during and after the sale.
For wealth advisors
Your client's biggest payday shouldn't cost you the client.
For many business owners, selling the company is the largest addition to their wealth they will ever see. It's also when advisors are most likely to lose them, to firms that offer both deal advice and wealth management. Vallejo only advises on the sale. We bring you into the process, not around you.
Why partner with us
We do the deal. You keep the relationship.
We see independent wealth advisors as partners, not competitors. The goal is simple: a referral network where we both send business each other's way and both look good to the client.
You stay in the room
With your client's permission, we keep you involved from the first conversation, so you can plan for the proceeds, the timing and what comes next.
Referrals both ways
When our sellers need a wealth advisor, we introduce them to our partners. When a business isn't the right fit for us, we point the owner to someone in our network who is.
Help before a client is ready
For clients only thinking about selling, we can prepare a preliminary valuation and a short readiness review, so you both get a realistic picture long before a sale.
How it works
How the partnership works
From the first introduction to closing day, you know where things stand and your client knows you brought them to the right people.
- Step 01
Introduce a client
Make a confidential introduction to any client who owns a business and has mentioned selling, even in passing. You're welcome on the first call.
- Step 02
Give them an early read
For owners who are still deciding, we prepare a preliminary valuation and a short summary of what would make the business more valuable to buyers.
- Step 03
Plan together
While we prepare the business for market, you plan with your client for the proceeds, the timing and what they want next.
- Step 04
We run the sale
We handle the full process, from finding buyers to closing, and keep you updated at the milestones that matter for planning.
- Step 05
Your client closes, with you beside them
Your client walks away with the proceeds of the sale and the advisor they already trust.
A good fit for us
Owners of profitable companies, roughly $1M to $50M in yearly profit, in manufacturing, industrials, energy, home and commercial services, healthcare and defense.
Not sure?
Send them anyway. If we're not the right fit, we'll refer them to someone in our network who is.