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Suggested fee paragraphs where you are searching for potential acquisition targets, but haven’t yet started a full acquisition assignment

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Form to be used for all CF assignments when deciding whether to accept appointment

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Required to be signed before you carry out a ‘consumer search’ ie on an individual, rather than a business

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Where we are acting as lead advisor but not carrying out Due Diligence

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Due diligence plus lead advisory for an acquisition assignment

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Engagement letter for assisting with the preparation of a business plan & projections only (not a fundraising assignment)

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Engagement letter where we are only carrying out Due Diligence

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Where we are lead adviser to vendor but they have already found a buyer and don’t wish any more marketing

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Engagement letter where are acting as lead advisor when client is selling a business

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Suggested paragraphs for a fundraising engagement letter where you are working on a contingent fee basis

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Where we have been asked to review tax warranties, but have not done any other work on the transaction

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Engagement letter where we are only carrying out a valuation

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Specific paragraphs relevant to corporate finance work. To be added to your firm’s normal terms for engagement letters

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An idea of the typical upper & lower ranges for CF SME transactional fees

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