
Aligned Incentives. No Surprises.
Our fee structure is built on one principle: we earn when you succeed. No retainers, no hidden charges; just a clear, performance-based model that puts your interests first.

Seamless Transitions. Zero Upfront Risk.
Sell your business without the financial burden of retainers. At BOLDAdvisory, we only win when you do. High-velocity M&A designed for the modern founder.

Aligned Incentives.
No Surprises.
Our fee structure is built on one principle: we earn when you succeed.
No retainers, no hidden charges; just a clear, performance-based model that puts your interests first.
Fees Structure
What You Pay and Get.
1 - M&A Fees
Transaction Value Bracket (RM)
Marginal Fee Rate
Cumulative Fee at Bracket Top
Effective Blended Rate*
RM 2.5mil - 5.0mil
9.50%
RM237.5K @ RM5mil
9.50%
Transaction Value Bracket (RM)
RM 2.5mil - 5.0mil
Marginal Fee Rate
9.50%
Cumulative Fee at Bracket Top
RM237.5K @ RM5mil
Effective Blended Rate*
9.50%
RM 5.0mil - 10.0mil
8.00%
RM637.5K @ RM10mil
6.38%
Transaction Value Bracket (RM)
RM 5.0mil - 10.0mil
Marginal Fee Rate
8.00%
Cumulative Fee at Bracket Top
RM637.5K @ RM10mil
Effective Blended Rate*
6.38%
RM 10.0mil - 15.0mil
6.50%
RM962.5K @ RM15mil
6.42%
Transaction Value Bracket (RM)
RM 10.0mil - 15.0mil
Marginal Fee Rate
6.50%
Cumulative Fee at Bracket Top
RM962.5K @ RM15mil
Effective Blended Rate*
6.42%
RM 15.0mil - 19.0mil
5.50%
RM1.1825mil @ RM19mil
6.22%
Transaction Value Bracket (RM)
RM 15.0mil - 19.0mil
Marginal Fee Rate
5.50%
Cumulative Fee at Bracket Top
RM1.1825mil @ RM19mil
Effective Blended Rate*
6.22%
RM 20.0mil - 21.0mil
5.00%
RM1.2325mil @ RM21mil
5.87%
Transaction Value Bracket (RM)
RM 20.0mil - 21.0mil
Marginal Fee Rate
5.00%
Cumulative Fee at Bracket Top
RM1.2325mil @ RM21mil
Effective Blended Rate*
5.87%
RM 21.0mil - 30.0mil
4.00%
RM1.6325mil @ RM30mil
5.44%
Transaction Value Bracket (RM)
RM 21.0mil - 30.0mil
Marginal Fee Rate
4.00%
Cumulative Fee at Bracket Top
RM1.6325mil @ RM30mil
Effective Blended Rate*
5.44%
RM 30.0mil - 40.0mil
3.00%
RM1.9325mil @ RM40mil
4.83%
Transaction Value Bracket (RM)
RM 30.0mil - 40.0mil
Marginal Fee Rate
3.00%
Cumulative Fee at Bracket Top
RM1.9325mil @ RM40mil
Effective Blended Rate*
4.83%
RM 40.0mil - 50.0mil
2.00%
RM2.1325mil @ RM50mil
4.27%
Transaction Value Bracket (RM)
RM 40.0mil - 50.0mil
Marginal Fee Rate
2.00%
Cumulative Fee at Bracket Top
RM2.1325mil @ RM50mil
Effective Blended Rate*
4.27%
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*Exact percentages disclosed after confidential assessment to protect negotiation leverage and deal dynamics.
✅ 100% contingent on successful closure
✅ No retainers. No hidden costs.
2 - Additional / Prep Services
2.1 - Deal-Ready Preparation
For owners planning an exit, partnership, or funding round within 6–12 months.
Service
Fee
What you gain
Confidential Information Memorandum (CIM)
From RM5,000+
A professional, buyer-ready narrative showcasing your operations, financials, market position, and growth trajectory.
-> Replaces vague summaries with institutional-grade documentation that accelerates diligence.
Confidential Information Memorandum (CIM)
From RM5,000+
A professional, buyer-ready narrative showcasing your operations, financials, market position, and growth trajectory.
What you gain
-> Replaces vague summaries with institutional-grade documentation that accelerates diligence.
3-Statement Financial Model & Valuation
From RM3,000+
Fully linked Income Statement, Balance Sheet, and Cash Flow model with scenario testing, working capital normalization, and DCF/multiple-based valuation ranges.
-> Shows buyers or investors real profitability, debt capacity, and cash generation.
3-Statement Financial Model & Valuation
From RM3,000+
Fully linked Income Statement, Balance Sheet, and Cash Flow model with scenario testing, working capital normalization, and DCF/multiple-based valuation ranges.
What you gain
-> Shows buyers or investors real profitability, debt capacity, and cash generation.
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2.2 - Equity Funding Advisory
For founders seeking growth capital without a full exit.
Service
Fee
What you gain
Investor Readiness & Pitch Packaging
From RM4,000+
Strategic pitch deck, executive summary, cap table structuring, and use-of-funds roadmap tailored for angels, family offices, or private equity.
-> Built to answer the exact questions growth investors ask.
Investor Readiness & Pitch Packaging
From RM4,000+
Strategic pitch deck, executive summary, cap table structuring, and use-of-funds roadmap tailored for angels, family offices, or private equity.
What you gain
-> Built to answer the exact questions growth investors ask.
Investor Matching & Term Sheet Negotiation
Success Fee: 3–7 % of capital raised
Curated introductions to pre-qualified equity partners across Malaysia, Singapore, and India. We manage outreach, facilitate meetings, and negotiate terms that protect your control while securing the capital you need.
-> Ideal For: SMEs with proven cash flow seeking RM3M–RM30M for regional expansion, operational scaling, or strategic acquisitions.
Investor Matching & Term Sheet Negotiation
Success Fee: 3–7 % of capital raised
Curated introductions to pre-qualified equity partners across Malaysia, Singapore, and India. We manage outreach, facilitate meetings, and negotiate terms that protect your control while securing the capital you need.
What you gain
-> Ideal For: SMEs with proven cash flow seeking RM3M–RM30M for regional expansion, operational scaling, or strategic acquisitions.
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❗ Important Policy:
Prep fees are upfront & non-refundable, but 100% credited to your success fee if you engage full advisory within 6 months. You retain all deliverables permanently.
Our Processes
Our Processes
From First Call, to Final Close.
From First Call, to Final Close.
A clear, structured process that eliminates uncertainty and keeps your deal moving forward at every stage.
Total expected timeline:
4 – 7 months from engagement to close, depending on documentation readiness and third-party diligence timelines.
Selling
Buying
The Selling Process
Seven structured steps; from your first conversation with us to the day funds clear. Designed to protect your confidentiality, maximise value, and close without surprises.
Step 1

Exit Readiness & Cash Flow Baseline
Before marketing, we audit what buyers actually scrutinize: normalized free cash flow, working capital cycles, owner dependence, and hidden balance sheet items. We map gaps, set realistic valuation ranges, and define your transition preferences so you enter the market from a position of strength. Deliverable: Readiness score + valuation range + exit roadmap
No cost · Fully confidential · Risk-managed
Step 2

Investor-Ready Documentation & Data Room
We, together with experts, will build your Confidential Information Memorandum (CIM), 3-statement financial model, and structured data room. Owner expenses are normalized, growth assumptions are stress-tested, and risk disclosures are proactively addressed. Your identity remains protected until you approve introductions. Deliverable: Buyer-ready CIM + financial model + secure data room
Institutional-grade · Anonymized · Diligence-optimized
Step 3

Targeted Outreach & Buyer Qualification
We don’t broadcast listings. We activate curated networks across Malaysia, Singapore, and India, screening for financial capacity, strategic synergy, and cultural alignment. Every prospective buyer signs an NDA and passes financial verification before you see their profile. Deliverable: Qualified buyer shortlist + NDA execution + capacity verification
Off-market · Pre-vetted · You control access
Step 4

Structured Negotiation & Term Sheet Design
Valuation gaps rarely close with price alone. We design hybrid structures (earn-outs, seller notes, transition periods) that align buyer risk with seller upside. We lead negotiations, protect contingencies, and draft a Letter of Intent (LOI) with clear milestones, financing pathways, and handover terms. Deliverable: Executed LOI + hybrid term framework + negotiation playbook
Advisor-led · Structure-first · Milestone-driven
Step 5

Diligence Coordination & Secure Closing
Post-LOI, we manage the data room, coordinate your legal and tax advisors, finalize financing mechanics, and drive the transaction to closing. We track every request, prevent scope creep, and ensure funds clear cleanly. Post-close, we deploy a 90-day transition framework to protect value realization. Deliverable: Closed transaction + fund disbursement + transition playbook
End-to-end execution · Zero surprises · Pure success fee
Selling
Buying
The Selling Process
Seven structured steps; from your first conversation with us to the day funds clear. Designed to protect your confidentiality, maximise value, and close without surprises.
Step 1

Exit Readiness & Cash Flow Baseline
Before marketing, we audit what buyers actually scrutinize: normalized free cash flow, working capital cycles, owner dependence, and hidden balance sheet items. We map gaps, set realistic valuation ranges, and define your transition preferences so you enter the market from a position of strength. Deliverable: Readiness score + valuation range + exit roadmap
No cost · Fully confidential · Risk-managed
Step 2

Investor-Ready Documentation & Data Room
We, together with experts, will build your Confidential Information Memorandum (CIM), 3-statement financial model, and structured data room. Owner expenses are normalized, growth assumptions are stress-tested, and risk disclosures are proactively addressed. Your identity remains protected until you approve introductions. Deliverable: Buyer-ready CIM + financial model + secure data room
Institutional-grade · Anonymized · Diligence-optimized
Step 3

Targeted Outreach & Buyer Qualification
We don’t broadcast listings. We activate curated networks across Malaysia, Singapore, and India, screening for financial capacity, strategic synergy, and cultural alignment. Every prospective buyer signs an NDA and passes financial verification before you see their profile. Deliverable: Qualified buyer shortlist + NDA execution + capacity verification
Off-market · Pre-vetted · You control access
Step 4

Structured Negotiation & Term Sheet Design
Valuation gaps rarely close with price alone. We design hybrid structures (earn-outs, seller notes, transition periods) that align buyer risk with seller upside. We lead negotiations, protect contingencies, and draft a Letter of Intent (LOI) with clear milestones, financing pathways, and handover terms. Deliverable: Executed LOI + hybrid term framework + negotiation playbook
Advisor-led · Structure-first · Milestone-driven
Step 5

Diligence Coordination & Secure Closing
Post-LOI, we manage the data room, coordinate your legal and tax advisors, finalize financing mechanics, and drive the transaction to closing. We track every request, prevent scope creep, and ensure funds clear cleanly. Post-close, we deploy a 90-day transition framework to protect value realization. Deliverable: Closed transaction + fund disbursement + transition playbook
End-to-end execution · Zero surprises · Pure success fee
Selling
Buying
The Selling Process
Seven structured steps; from your first conversation with us to the day funds clear. Designed to protect your confidentiality, maximise value, and close without surprises.
Step 1

Exit Readiness & Cash Flow Baseline
Before marketing, we audit what buyers actually scrutinize: normalized free cash flow, working capital cycles, owner dependence, and hidden balance sheet items. We map gaps, set realistic valuation ranges, and define your transition preferences so you enter the market from a position of strength. Deliverable: Readiness score + valuation range + exit roadmap
No cost · Fully confidential · Risk-managed
Step 2

Investor-Ready Documentation & Data Room
We, together with experts, will build your Confidential Information Memorandum (CIM), 3-statement financial model, and structured data room. Owner expenses are normalized, growth assumptions are stress-tested, and risk disclosures are proactively addressed. Your identity remains protected until you approve introductions. Deliverable: Buyer-ready CIM + financial model + secure data room
Institutional-grade · Anonymized · Diligence-optimized
Step 3

Targeted Outreach & Buyer Qualification
We don’t broadcast listings. We activate curated networks across Malaysia, Singapore, and India, screening for financial capacity, strategic synergy, and cultural alignment. Every prospective buyer signs an NDA and passes financial verification before you see their profile. Deliverable: Qualified buyer shortlist + NDA execution + capacity verification
Off-market · Pre-vetted · You control access
Step 4

Structured Negotiation & Term Sheet Design
Valuation gaps rarely close with price alone. We design hybrid structures (earn-outs, seller notes, transition periods) that align buyer risk with seller upside. We lead negotiations, protect contingencies, and draft a Letter of Intent (LOI) with clear milestones, financing pathways, and handover terms. Deliverable: Executed LOI + hybrid term framework + negotiation playbook
Advisor-led · Structure-first · Milestone-driven
Step 5

Diligence Coordination & Secure Closing
Post-LOI, we manage the data room, coordinate your legal and tax advisors, finalize financing mechanics, and drive the transaction to closing. We track every request, prevent scope creep, and ensure funds clear cleanly. Post-close, we deploy a 90-day transition framework to protect value realization. Deliverable: Closed transaction + fund disbursement + transition playbook
End-to-end execution · Zero surprises · Pure success fee
Ready to begin?
Your Next Chapter Starts With a Conversation.
No commitment. No fees.
Just an honest conversation about where your business is today and where it could go.

