Why Advisors Partner with MD Holdings
Capable & Resourced
We have done this before. We have the experience, advisor network and financial resources needed to close transactions efficiently.
Bias for Simplicity
We like to keep things simple. We value straightforward deal structures that are easy to communicate and understand.
Direct & Transparent
We will not waste your time. We address issues head-on and will communicate clearly and quickly if we can not meet your client's needs.
Fair Partners
We are not concerned with “winning” every deal point. We focus on what matters to us and seek to understand what matters to our partners.

Our Five Step Partnership Process
Step1
Introduction
Learn more about us and our approach. We learn more about your business and goals.
Step2
Initial Valuation
When comfortable, sign a non-disclosure agreement and share information on your business so that we can provide a high-level valuation range for you to consider.
Step3
In-Person Meeting
If our valuation is within your expectation, we schedule time to meet in person. We love meeting other entrepreneurs and seeing what they have built.
Step4
Formal Offer
If mutually interested, share additional information so we can prepare and present a specific 3-5 page Letter of Intent (LOI) to acquire your business.
Step5
Closing
Once an LOI is signed we initiate a structured 75-90 day process to complete diligence, financing and legal documentation.
Are we a Good Match for Your Clients?
We are interested in acquiring and growing a limited number of businesses with the following attributes:

Let’s connect if you have a business in mind or want to learn more about MD Holdings.
