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.

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