Outsourced deal production,
priced by the deal
Every document your listing needs, built by a team with 18+ years of PE and M&A experience, delivered in your brand in five business days. Flat fees published up front, no minimums, no calls.
The full menu
Order à la carte or as a package. Final pricing confirmed at intake based on business complexity; the ranges below hold for most Main Street and lower-middle-market listings.
| Service | What you get | Pricing |
|---|---|---|
| Blind Teaser | Anonymous 1–2 page profile that markets the listing without exposing your client’s identity. Built to generate qualified buyer interest. | from $295 |
| Confidential Business Review (CBR) | The Main Street book: 10–20 pages covering operations, recast financials, asking price context, and the growth story. The volume workhorse for sub-$1M listings. | from $995 |
| Confidential Information Memorandum (CIM) | The full institutional book: 25–40 pages built to face sophisticated buyers, family offices, and search funds on lower-middle-market listings. | from $1,950 |
| Seller Financial Recast | Add-back schedule and recast P&L, documented line by line so it stands up to buyer and lender scrutiny instead of blowing up in diligence. | from $495 |
| Valuation Support Workpackage | Comparable-transaction and cash-flow workpapers supporting your opinion of value. You own the opinion and the client conversation; we build the analytical backbone. | from $650 |
| Data Room Build | Diligence-ready index, folder structure, and a seller collection checklist, delivered as a hosted room in a secure Box workspace, free for your first 90 days. | from $395 |
Full Listing Package
Teaser + CBR or CIM + Financial Recast + Data Room Build, coordinated as one engagement. Everything a listing needs to go to market, roughly 15% below the à la carte total, including a buyer-ready hosted data room free for 90 days.
New broker accounts: your first document is half price. See the quality with your own listing before you commit to anything.
Bill it to the listing. Your net cost: $0.
Most broker engagement letters include, or can include, a marketing and packaging fee paid by the seller. Pass the production fee straight through: the seller pays for a visibly better book, and you recover fifteen-plus hours per listing at no net cost.
Sample engagement-letter language brokers use:
White-label, in writing
The rules of engagement, stated plainly. They’re in our engagement terms, not just on this page.
- Your brand on everything. Documents are delivered fully unbranded or in your logo, colors, and fonts. OneClose’s name appears nowhere.
- We never contact your client. All communication runs through you. Confidentiality is a term of every engagement.
- You are the author of record. You review and approve every document before it’s final. Two revision rounds are included on every order.
- Flat fees only. Never a percentage of the deal, never a success fee, never compensation tied to your closing. Your economics are yours.
- Fully editable delivery. Native files plus PDF, so your team can maintain the document through the life of the listing.
How it works
Designed so ordering never requires a phone call.
1. Upload the deal
Per-deal intake form: listing basics, financials, and the story you want told. About ten minutes. A secure upload link covers the sensitive files.
2. Confirm scope
You receive a written quote and engagement terms the same business day. Approve online; 50% starts the work, 50% on delivery.
3. Draft in 5 days
Standard delivery in five business days from complete materials. 48-hour rush available when a listing can’t wait.
4. Revise and deliver
Two revision rounds included. Final files arrive in your brand, fully editable, ready to send to buyers.
Questions brokers ask
Who actually writes my documents?
A team with 18+ years of combined private equity and M&A experience. The same people who build acquisition materials for institutional buyers produce your listing documents, to the same standard.
How do you keep my client confidential?
Confidentiality is a term of every engagement: we never contact your client, never reuse identifiable information, and work from the materials you provide through a secure upload.
What do you need from me to start?
Three years of financials (or what exists), a completed intake form, and any existing marketing materials. Our intake checklist tells your seller exactly what to gather.
Are you a broker or advisor? Will you talk to buyers?
No. OneClose produces documents and analytical work product only. We don’t market listings, contact buyers or sellers, negotiate, or provide valuation opinions. You run the deal; we build the materials behind it.
What if my listing is unusual?
Ranges above cover most Main Street and lower-middle-market businesses. Multi-entity, franchise resale, or heavy add-back situations get a firm written quote at intake before you commit.
Can I see the quality first?
Yes: browse the sample vault for full redacted pages, and your first document as a new broker account is half price, so the real proof is your own listing.
OneClose produces transaction documents and analytical work product. We are not a business broker, investment bank, lender, or appraiser; we do not market listings, introduce buyers or sellers, negotiate transactions, or provide valuation opinions. All fees are flat fees for document production. Valuation Support Workpackages are analytical workpapers prepared for the engaging broker’s use and do not constitute an appraisal or opinion of value.