Our services
(800) 877-3332
There is no one-size-fits-all path to ownership. Every situation is different -
and that is exactly our approach.
At Federated Fiducial, we take the time to understand your goals. Your pace, your priorities, your comfort level shape the process - a process built on partnership.
We are here to guide you and offer professional advisory services to help you make smart financial decisions in connection with your ownership goals. Our fees are based solely on the time you require expert consulting, regardless of the size of your purchase.
For more than 100 years, individuals and families like yours have trusted Federated to provide informed, strategic support through business purchases, sales, and every important decision in between.
So, How
Does it Work?
There is no one-size-fits-all path to ownership. Every situation is different - and that is exactly our approach.
At Federated Fiducial, we take the time to understand your goals. Your pace, your priorities, your comfort level shape the
process - a process built on partnership.
We are here to guide you and offer professional advisory services to help you make smart financial decisions in connection with your ownership goals. Our fees are based solely on the time you require expert consulting, regardless of the size of your purchase.
For more than 100 years, individuals and families like yours have trusted Federated to provide informed, strategic support through business purchases, sales, and every important decision in between.
Once you have identified an acquisition opportunity that meets your requirements, we will ask you to sign an engagement letter outlining the scope of our professional services, along with a request for a $2,000 retainer. This will allow us to begin a comprehensive cash flow analysis and provide continued consulting support. We will also review all relevant documents regarding the seller’s business and will assist you in conducting the necessary due diligence before making a final decision.
This marks the beginning of our partnership with you, built on clarity, confidentiality, and trusted guidance.
What
Happens Next?
Once you have identified an acquisition opportunity that meets your requirements, we will ask you to sign an engagement letter outlining the scope of our professional services, along with a request for a $2,000 retainer. This will allow us to begin
a comprehensive cash flow analysis and provide continued consulting support. We will also review all relevant documents regarding the seller’s business and will assist you in conducting the necessary due diligence before making a final decision.
This marks the beginning of our partnership with you, built on clarity, confidentiality, and trusted guidance.
Throughout the entire process, you will have direct access to our Business Consultants, who serve as an integral part of your team at Federated. They are here to support you not only through the transaction, but in preparing to run your business with confidence.
Any time spent with the Business Consultant prior to a completed purchase will be credited toward a future Master Service Agreement should you choose Federated as your accounting services provider.
Additionally, any unused portion of your retainer - whether from due diligence work or consultation with your Business Consultant - will be applied toward your first year of accounting services with Federated Fiducial.
If the sale does not proceed for any reason, any unused part of your retainer can either be refunded or serve as a credit future consulting and advice in connection with another potential transaction. You are in the driver’s seat during the entire process and our role stays the same: to provide you with honest and professional advice throughout.
at Every Step
Your Team
Contact Us
Contact Us