Capital & Finance

Buy, Sell, or Merge
with a Plan.

M&A advisory and deal-preparation support for entrepreneurs, founders, and estate operators navigating $500K–$50M transactions. Flat-fee. No fees from both sides. We work alongside your licensed attorneys and accountants.

$500K–$50M Deal Range
Flat-Fee Advisory
NDA-First Confidential Process
Buy · Sell · Merge Engagement Types
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What We Do

Full-Cycle M&A Support. Every Phase Covered.

From sourcing to close, BOOJEE Estate provides AI-augmented advisory and coordination that keeps your transaction moving.

Deal Origination

Off-market deal sourcing using AI-driven industry screening, broker networks, and direct outreach — aimed at surfacing targets that fit your mandate.

Due Diligence

250-point AI-assisted diligence checklist covering financials, legal exposure, customer concentration, technology, operations, and post-close risk scoring.

Valuation Analysis

DCF modeling, comparable transaction analysis, and EBITDA multiples benchmarking, delivered in investor-ready format. Analysis for planning purposes, not a certified or binding appraisal.

Deal Structuring

Cash, equity, seller financing, earn-outs, and hybrid structures. We draft LOIs, term sheets, and purchase agreements that protect your position at close.

Integration Planning

Day-1 playbook, team communication strategy, systems consolidation roadmap, and culture alignment framework — built before you sign, executed after.

Post-Merger Optimization

90-day post-close synergy harvesting: revenue cross-sell identification, cost structure rightsizing, KPI dashboard, and executive reporting to the board.

Process

From First Call to Signed Close

A structured 4-phase process built for confidentiality and clarity at every step.

Strategy & Mandate

We define your acquisition criteria or sale objectives, set price expectations, and sign a mutual NDA before any information changes hands.

Deal Sourcing & Screening

Our AI screening tools and broker networks surface candidate targets, and we present a shortlist pre-screened against your mandate.

Due Diligence & LOI

We coordinate the diligence sprint, help structure terms, and prepare the Letter of Intent for your counsel to review, so you can move toward signing with confidence.

Close & Integration

We help coordinate your legal, accounting, and escrow teams through closing — then hand you a ready-to-execute integration playbook on Day 1 of ownership.

Packages

Choose Your Engagement

Flat-fee advisory. We never take fees from both sides of a transaction.

Advisory
Advisory Package
$5,000
flat retainer, no success fee
  • M&A readiness assessment
  • Valuation analysis (planning, not a certified appraisal)
  • Deal strategy memo
  • Negotiation coaching (3 sessions)
  • LOI review & markup
  • Due diligence checklist (100-point)
Start Advisory
Buy-Side
Buy-Side Package
$15,000
flat fee — full mandate
  • Everything in Advisory
  • Off-market deal origination
  • 250-point AI due diligence
  • Full valuation & DCF model
  • Term sheet & LOI drafting
  • Negotiation support
  • Integration planning playbook
  • Prioritized deal-search mandate
Start Buy-Side
Sell-Side
Sell-Side Package
2%
of total deal value at close
  • Business positioning & CIM
  • Targeted buyer outreach
  • Competitive process management
  • Data room setup & admin
  • Offer evaluation & comparison
  • Negotiation support
  • Escrow coordination
  • Post-close transition support
Start Sell-Side
Synergy Calculator

Estimate Your Deal Value

Adjust the sliders to project potential synergy value from your transaction.

$0.5M$100M
1%40%
3 months36 months
Projected Synergy Value
$8.5M
Estimated over 12-month integration window based on 15% synergy target on $50M deal.
$500K–$50M Deal Range
Flat-Fee Advisory
No Fees From Both Sides
Cross-Border Capable
NDA-First Process
FAQ

Common Questions

What size deals does BOOJEE Estate handle?
We focus on transactions between $500K and $50M in enterprise value. This covers most founder-owned businesses, portfolio acquisitions, and SME roll-up strategies. For transactions above $50M, we can provide advisory support alongside a bulge-bracket bank.
How does your fee structure work?
We charge flat advisory fees or a 2% sell-side fee — and we do not take fees from both sides of a transaction. Fees cover preparation, coordination, and advisory support; they are not contingent on a specific outcome.
Are you a licensed broker-dealer or investment advisor?
No. BOOJEE Estate provides deal preparation, coordination, and advisory support — valuation preparation, due-diligence organization, and integration planning. We are not a registered broker-dealer or investment advisor and do not provide binding valuations, securities recommendations, or legal or tax advice. We work alongside your licensed attorneys, accountants, and, where required, a registered intermediary.
Do you work with international buyers and sellers?
Cross-border transactions are in scope. We coordinate with local legal counsel in each jurisdiction to help address regulatory filings, currency structuring, and compliance requirements specific to international transactions.
How do you keep the process confidential?
Every engagement begins with a mutual NDA. We use blind teasers — anonymized one-pagers — to qualify buyer interest before any identifying information is shared. Data rooms are access-controlled with watermarked documents and audit logs. Your employees, customers, and competitors never know a deal is in progress.
Start Your Deal

Tell Us About Your Transaction

Confidential intake. A BOOJEE M&A advisor responds within one business day.

BOOJEE Estate provides M&A preparation, coordination, and advisory support. It is not a registered broker-dealer or investment advisor and does not provide binding valuations, securities recommendations, or legal or tax advice. Engagements are performed alongside your licensed attorneys and accountants.

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