How do you keep my sale confidential?
We never post your business on public marketplaces. Prospective buyers receive only a general description of the business category and size until they sign a Non-Disclosure Agreement. After the NDA is signed, you approve every introduction before we connect anyone to you directly. The process is designed so that your employees, customers, and competitors have no way of knowing you are considering a sale unless you choose to tell them.
Do you work with fund managers and institutional buyers?
Yes. We work with active acquisition funds, PE-backed operators, family offices, independent sponsors, and institutional buyers deploying $10M to $100M or more in sector capital. If you have a mandate to acquire in behavioral health, healthcare, aesthetics, dental, construction, or associated real estate and you need proprietary deal flow, our team sources it directly. You sign a Buyer Representation Agreement, we source and introduce, and the fee is paid at closing. Most fund-level buyers operate on the "Business Assets Only" election and do not require the real property coordination clause unless their mandate specifically includes real estate.
Do you work with buyers looking for real estate assets?
Yes. We work with buyers seeking PHP real estate, clinical real estate tied to behavioral health or healthcare operations, commercial properties, subacute and residential care facility real estate, and construction or remodeling businesses with real property. If the transaction includes real property, we coordinate with a licensed California real estate broker for that portion of the deal, as required by California Business and Professions Code Section 10130.
Is there a sales team or is it just Preston?
Preston personally leads every deal and approves every introduction. The PELORA acquisitions team handles outreach, buyer screening, NDA coordination, and document management so that the process runs efficiently and nothing falls through. You will always have a direct line to Preston for anything that matters, and the support team ensures the operational side is handled properly throughout the engagement.
What documents do I sign and when?
Sellers sign a Marketing Services Agreement before any work begins. Buyers sign a Buyer Representation Agreement before introductions start. Both documents cover the fee structure, confidentiality obligations, the 24-month tail period, and non-circumvention terms. They are sent electronically via DocuSign. Every prospective buyer introduced to a seller also signs a Non-Disclosure Agreement before the seller's identity or details are shared.
Do you need a license to do this in California?
For business-only sales with no real property involved, California does not require a real estate broker license to act as a finder. My job is to introduce buyers to sellers. I do not negotiate your deal or represent you as an agent. For any transaction that includes real property, I coordinate with a licensed California real estate broker who handles that portion. A signed Marketing Services Agreement or Buyer Representation Agreement covers every engagement before work begins.
What is a finder's fee and how is it paid?
A marketing success fee is what PELORA charges for the marketing, positioning, and introduction work that leads to a closed deal. It is a percentage of the total transaction value, paid at closing from the proceeds. When active marketing work is included, a monthly retainer applies and is credited toward the success fee at closing. If the deal does not close, you pay nothing. For sellers: 8-10% on deals under $3M, 6-8% on deals $3M-$10M, 5-6% on deals over $10M, plus 2% on any real property. Retainer options are available and lower the success fee at closing. For buyers: ranges from 3-7% based on deal size. No deal, no fee on either side.
What is the 24-month tail period?
If I introduce you to a buyer or seller and you close a deal with them within 24 months of signing the agreement, the finder's fee applies even if our agreement has ended. This is standard and disclosed clearly before you sign. It protects the work I do on your behalf.
What types of businesses do you work with?
The industries I know best: behavioral health and treatment centers, med spas and aesthetic clinics, dental practices, medical weight loss clinics, men's wellness and TRT, longevity and functional medicine, peptide and regenerative medicine, construction and remodeling companies, and real estate associated with these businesses. Book a call and I will give you an honest answer on fit.
How do you find buyers or sellers?
Through my personal network, digital marketing and targeted outreach, and direct relationships built over 12 years of operating in these industries. Many introductions are off-market and not available on listing platforms. That access is the value I bring.
What if the deal falls through?
If the deal does not close, you pay nothing. The finder's fee is only earned and paid at closing. There is no charge for introductions that do not result in a transaction.
Can you help me raise private capital for my business?
Yes. PELORA has relationships with accredited investors, family offices, and private lenders actively looking to deploy capital into operating businesses in the sectors we know: behavioral health, healthcare, aesthetics, dental, construction, and related real estate. Our capital raising service consists of introductions only. We do not act as a placement agent or raise securities. If you need equity capital, bridge financing, or acquisition financing and want introductions to vetted capital partners, book a call and we will discuss whether your situation is a fit.
Do you work with landowners looking to sell in Opportunity Zones?
Yes. If you own land inside a federally designated Opportunity Zone, PELORA connects you to developers and investors who are specifically seeking OZ sites to unlock capital gains tax deferral benefits under the 2017 Tax Cuts and Jobs Act. Land inside a designated OZ has a motivated, targeted buyer pool that we access directly. We match your property to the right buyers, make vetted introductions, and earn a fee only when a deal closes. A signed agreement is required before any introductions begin.
Can you connect developers to investors for apartment or commercial projects?
Yes. If you are a developer with a site and you need capital to move a project forward, PELORA has funding partners who invest in apartment complexes, mixed-use commercial, and large-scale residential development. Our investor network spans multiple states beyond California. We make the introduction between developer and capital partner and earn a fee at closing. This applies whether the project is inside an Opportunity Zone or not.
How do I get started?
Book a confidential call. We talk through your situation: buying, selling, land, opportunity zones, or capital for development. I give you an honest read on whether I am the right fit and what the next step looks like. No sales pitch. If I am not the right help, I will tell you.
