DYER
ADVISORY PARTNERS
Advising Business Owners on
How to Prepare, Protect, and Maximize
the Value of Their Company
Expert guidance for owners who want a
smooth exit, a stronger valuation, and a deal
that reflects the true value of what they’ve built.
Expert guidance for owners who want a
smooth exit, a stronger valuation, and a deal
that reflects the true value of what they’ve built.
DYER ADVISORY PARTNERS
P R E P A R E, P O S I T I O N, P R O F I T.
Maximizing Value for Selling Business Owners
DYER
ADVISORY PARTNERS
Advising Business Owners on
How to Prepare, Protect, and Maximize
the Value of Their Company
Expert guidance for owners who want a
smooth exit, a stronger valuation, and a deal
that reflects the true value of what they’ve built.
DYER ADVISORY PARTNERS
P R E P A R E, P O S I T I O N, P R O F I T.
Maximizing Value for Selling Business Owners
We start our process by learning about you – your needs, your dreams, and how you envision your future. This understanding is crucial to crafting a financial plan that not only meets but exceeds your expectations. Whether you're safeguarding your retirement, growing your wealth, or ensuring a legacy for your loved ones, our goal is to deliver the perfect annuity solutions for your journey.
Designing a tailored annuity strategy for you.
Drawing from a wide selection of top-tier annuity products, we recommend and implement solutions tailored specifically to you. With the full support of our experienced team, your financial plan comes to life, setting the stage for a secure and prosperous future.
Guided by the knowledge of your individual goals, our expert team develops smart, adaptable strategies. We clarify your needs, coordinate your financial affairs, and help you pursue your objectives with confidence, always proactively managing risk and seeking new opportunities.
DYER ADVISORY PARTNERS
P R E P A R E, P O S I T I O N, P R O F I T.
Maximizing Value for Selling Business Owners
Exit‑readiness advisory, investor‑grade financial models, and audit‑proof data rooms — delivered in 2–4 weeks.
Book 20‑min Discovery Download DFY One‑Pager
Advised on $1B+ in transactions • Construction • Healthcare • Insurance • Investment Advisory
Founders/CEOs of $1M+ revenue companies preparing to sell or raise growth capital in the next 6–24 months.
Teams needing an investor‑grade model and clean data room to reduce buyer friction.
Owners who want disciplined process leadership and clear valuation levers.
Monthly board + 1:1, valuation roadmap, LOI review, advisor network.
Price: $7,500/month (6‑month minimum)
3‑statement model, normalized EBITDA, scenario outputs, walkthrough.
Price: $5,000
Standard folder structure, file organization, permissions, diligence checklist.
Price: $12,500 (Model + Data‑Room package available)
15–30m call to scope priorities and timing.
Model + scorecard + data‑room template (7–21 days).
Optional advisory retainer or active management through diligence.
Investor‑grade financial model (Excel/Google Sheets)
Exit readiness scorecard + 24‑month roadmap
Data‑room folder template + checklist
LOI, NDA, and outreach email templates
Buyers value clarity and speed. Clean financials and an audit‑ready data room reduce buyer friction, shorten diligence timelines, and can materially improve outcomes.
Advised on $1B+ in transactions — actionable templates that reduce diligence time by weeks.
Advisory Retainer — $7,500 / month (6‑month min)
Model Only — $5,000
Model + Data‑Room — $12,500
Premium End‑to‑End — $25,000
(50% deposit required for DFY engagements)ook Discove
Model only — 7–14 days; Model + Data‑Room — 10–21 days; Premium — 2–4 weeks.
NDA available prior to sharing sensitive materials. We provide a secure Drive folder with restricted permissions.
What are payment terms?