M&A training
Learn valuation, deal structures, negotiation, diligence and transaction management.
The Devlin Fisher franchise
Build an advisory practice around work that matters.
A structured route into M&A advisory for commercially minded professionals who want to help owners increase value and prepare for a better exit.
Request franchise information*
Make the work count.
Training, tools and support for a disciplined advisory practice.What the model gives you
A clear system for taking experience into the market.
Delivery tools
Use structured templates for diagnostics, information memoranda, NDAs and readiness reviews.
Commercial support
Build a pipeline through practical marketing, sales and client-conversation systems.
Deal desk access
Get support when a client engagement moves into a more complex transaction stage.
A considered opportunity
Finance available.
Earnings potential depends on deal structures, market conditions, experience, lead generation, client conversion, time invested and how effectively the adviser works.
Discuss the opportunityWhat is included
A structured route from learning the method to serving clients.
The proposed package brings together M&A fundamentals, valuation and deal-structure training, templates for diagnostics and buyer materials, pipeline routines, marketing assets and access to a deal desk for complex work. The final package and service levels must be confirmed in the franchise documents.
The early journey
Training and practice should develop together.
Onboarding moves from positioning and systems into owner conversations, diagnostic work and supervised transaction stages. Weekly calls, pipeline reviews and escalation routes are described in the planning documents and need an agreed delivery standard.
Franchise adviser journeyA clear journey from onboarding to first client work and supported deal delivery.