Intermediaries

Vetted M&A service providers for every deal you work on

Brokers, M&A advisors, lenders, and deal originators use DueDilio to bring vetted QoE firms, attorneys, valuation experts, tax advisors, and other specialists into client transactions — without cold outreach or losing control of the relationship.

Why Intermediaries Use DueDilio

The provider bottlenecks that slow your deals down

You close deals for a living. But finding the right service providers for each engagement shouldn't take longer than the engagement itself.

"I need service providers I can trust — fast"

Every deal has a different profile — industry, size, complexity, timeline. Your go-to contacts aren’t always available or the right fit. DueDilio gives you access to a curated network of vetted M&A service providers across the major transaction disciplines, with matched providers responding based on fit and availability.

"A bad referral puts my reputation on the line"

When you recommend a provider to a client, your credibility is attached to that recommendation. If they miss a deadline or deliver subpar work, you take the hit. Every provider in DueDilio’s network is vetted for M&A experience — so your referrals reflect well on you.

"I'm spending hours assembling teams instead of closing"

Calling firms, checking availability, negotiating scope — for every deal, across every service. It adds up. DueDilio’s structured intake and matching process replaces that overhead with a 5-minute project submission that delivers multiple proposals.

"I need to protect my client relationships"

Introducing a third-party platform shouldn’t mean losing control of your client. DueDilio has a strict non-poaching policy — we will never contact your clients directly, solicit them for other services, or bypass your advisory relationship. You stay the point of contact.

Services You Can Hire

What intermediaries hire through DueDilio

Whether you're representing a seller, advising a buyer, or hiring for your own transactions — these are the service providers intermediaries hire most through DueDilio.

Financial Due Diligence

Most popular

QofE service providers experienced in your client’s industry, deal size, and timeline. Submit a project on behalf of your client and receive multiple proposals with scope, pricing, and turnaround commitments.

Quality of Earnings
Working Capital
Financial Risk Review

Transaction Legal

Popular

M&A attorneys for your buyer or seller clients — LOI review, purchase agreement negotiation, due diligence support, and closing coordination. Find legal counsel that matches the deal complexity without Big Law pricing.

Buy-Side Legal
Sell-Side Legal
APA / SPA
Closing Docs

Business Valuation

Independent valuation service providers for seller listing prep, buyer pricing validation, or formal opinions. Find providers who understand the methodologies and multiples relevant to your client’s industry and deal size.

SDE-Based
EBITDA Multiple
Formal Opinion
Market Comps

Tax Advisory & Structuring

Tax advisors for both sides of the deal — asset vs. stock structuring, purchase price allocation, installment sales, and entity formation. Find tax advisors who can work alongside your client’s CPA to optimize the transaction.

Asset vs. Stock
PPA / 338(h)(10)
Entity Setup
Seller Tax Planning

CIM & Exit Preparation

Service providers who help your seller clients get market-ready — professional CIM development, financial recasting, data room organization, and exit readiness assessments. Complement your brokerage services with dedicated preparation support.

CIM Writing
Financial Recast
Data Room
Exit Readiness

Post-Acquisition Support

Help your buyer clients hit the ground running after close. Find fractional CFOs, accounting transition providers, technology migration experts, and integration planners — so your deals generate long-term value, not post-close headaches.

Fractional CFO
Accounting
Systems Migration
Integration

$149 one-time access fee · Browse proposals before you hire

How It Works

Five steps from signup to engagement — the same process for every client.

1

Create Your Account

Sign up with Google or email. One-time $149 platform access — no subscription.

2

Submit Your Project

Complete the guided intake form — service type, deal details, timeline, and budget. Takes about 5 minutes.

3

Receive Proposals

Matched providers submit structured proposals — often within the first hour, with the majority arriving within 24 hours.

4

Review & Compare

Browse anonymous profiles, compare proposals side by side, and message providers directly.

5

Hire & Get to Work

Engage your chosen provider directly. No retainer, no obligation until you’re ready.

DueDilio Verified™
Every provider vetted
1,300+
Projects submitted
4.9 on Trustpilot
From 1,100+ clients
Curated Network
View our network →
From Intermediaries Like You

What brokers and advisors say about DueDilio

4.9 on Trustpilot · 1,100+ clients served

“I use DueDilio on almost every listing now. Valuation, CIM prep, tax planning — I can get multiple proposals within a day instead of spending a week making calls. It’s become part of my standard engagement process.

Business Broker
Sell-Side Services (12+ projects)

“Every one of the service providers we hired through DueDilio was experienced, responsive, and clearly knew the lower middle market. The vetting process works. I don’t hire any other way now.

M&A Advisory Principal
Financial Due Diligence (4 deals)

“What sold me was the non-poaching policy. I was hesitant to introduce a platform to my clients, but DueDilio stays completely behind the scenes. My clients see the proposals — they don’t even know DueDilio exists unless I tell them.

Deal Originator
Buy-Side & Sell-Side Projects
Roman Beylin

Want expert guidance before you start?

Book a 1:1 Founder Advisory Session — a working call with DueDilio’s founder to talk through your deal, your stage, services, hiring, budget, and timeline. Afterward, you get ongoing 1:1 e-mail access to me throughout your transaction. Strategic guidance, not legal or financial advice

Founder Advisory Session
— $399
Common Questions

What intermediaries ask before they submit

Straightforward answers to the questions brokers, advisors, lenders, and deal originators ask most about using DueDilio.

No. DueDilio has a strict non-poaching policy. We will never contact your clients directly, solicit them for other services, or bypass your advisory relationship. You submit projects, you remain the point of contact, and your client relationships are fully protected. Providers only know what you choose to share with them.

Yes — this is exactly how most intermediaries use DueDilio. You create an account, submit projects describing your client’s needs, receive proposals, and manage the provider selection process. Your client does not need their own account. You control the engagement from start to finish.

The $149 one-time platform access fee covers your account — not per client, not per project. Once paid, you have unlimited access to submit projects across all service categories for any deal you work on. You or your clients pay service providers directly for their work. DueDilio is separately compensated by service providers for introductions made through the platform, which does not affect the proposals or rates received. See full pricing details.

Even the most connected intermediaries can’t cover every service category, industry, and deal size — and your go-to contacts aren’t always available when you need them. DueDilio expands your bench without replacing it. Use it when you need a provider outside your usual network, when you want competitive proposals to validate pricing, or when a deal requires faster turnaround than your existing relationships can deliver.

Every provider goes through a multi-step vetting process evaluating M&A transaction experience, professional credentials, client references, and deal-size fit. The majority of applicants are declined. Providers maintain anonymous profiles and compete for projects on the strength of their qualifications — not their firm name. Providers who consistently underperform are removed from the network. Learn about our vetting standards.

Ready to build your go-to deal team?

Submit a project and receive proposals from vetted M&A service providers — typically within a few hours. One access fee, unlimited projects, no obligation to hire.

$149 one-time access. No subscriptions. No obligation to hire.