A Neumann & Associates
At a Glance
The Northeast and Mid-Atlantic coverage, plus a buy-side search worth asking the price of before you use it.
- Pricing
- Success Fee, 'Our competitive fees are solely based on successfully completing transactions. There are no initial consultation fees or retainers.' No percentage. Its buy-side acquisition search publishes no fee at all, which is the one place a buyer would be the one paying.
- Best For
- Buyers in the Northeast or Mid-Atlantic, and anyone who wants a broker running an off-market search on their behalf
- Kind
- One firm, one bench of brokers, one process.
- Footprint
- Claims nationwide reach, and separately names Alabama, Connecticut, Delaware, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and West Virginia. It claims the whole country and names only part of it, so the list is where its offices are rather than where it stops.
- Seller Fee
- Publishes the structure. It says when a fee is owed and on what basis, but names no number, so the amount takes a call.
- Roadmap Stages
- 2. Define & Test Your Thesis4. Source & Screen Deals
Pros and Cons
Pros
- The widest named state list on this shelf, across the corridor where the other rows thin out
- Offers a buy-side origination service, which few brokerages do at all
- Publishes scale with a denominator: more than 5,000 valuations in twenty years and more than $250 million closed
Cons
- No deal size published anywhere, so a searcher cannot tell whether a $2M business is a client or beneath it
- The cost of the buy-side search is unstated, and that is the service a buyer would pay for
- $250 million closed against twenty years and 5,000 valuations implies a wide gap between valuing and selling, which the site does not reconcile
What Searchers Say
State list, fee sentence and scale figures read from its own pages. The homepage claims nationwide reach while the locations page names twenty-two states, so the list is a floor rather than a boundary.
How to Approach
A Neumann & Associates is a brokerage, and it works for the seller rather than for you, so this is how that side of the table comes in and what it is deciding about you.
The Typical Arc
- A teaser and an NDA, before you see the name of the business.
- A call with the listing broker, who is screening you as much as answering you.
- The CIM, then a seller meeting the broker schedules and usually sits in on.
- Your offer, carried by the broker to the seller they represent.
What It Weighs
- Whether your money is real: how much is cash, and where the rest is coming from.
- Whether your criteria are specific enough to match against a listing.
- How fast you move, because the fee arrives on a close rather than on a conversation.
How to Prepare
- Write the one page a broker asks for before you inquire. Buyer Profile Builder
- Set criteria specific enough for a listing to match. Buy Box Builder
- Know what you can pay before the CIM lands. Business Valuation Calculator