Fee schedule
Every fee, published.
Fixed fees, scoped in writing before engagement. All fees exclude GST. If your transaction does not fit a band below, send the financials and we will confirm a fixed fee within two business days.
Financial due diligence
Fixed fees by combined transaction value
| Combined transaction value | Level 1 · Verification | Level 2 · Scoped DD | Level 3 · Full analysis |
|---|---|---|---|
| Under $1,000,000 | $2,500 | $4,500 | Not offered |
| $1,000,000 – $3,000,000 | $3,500 | $7,000 | $11,000 |
| $3,000,000 – $6,000,000 | $4,500 | $9,500 | $15,000 |
| $6,000,000 – $10,000,000 | $6,000 | $14,000 | $22,000 |
| Above $10,000,000 | Quoted | Quoted | Quoted |
Under $1,000,000
- Level 1 · Verification
- $2,500
- Level 2 · Scoped DD
- $4,500
- Level 3 · Full analysis
- Not offered
$1,000,000 – $3,000,000
- Level 1 · Verification
- $3,500
- Level 2 · Scoped DD
- $7,000
- Level 3 · Full analysis
- $11,000
$3,000,000 – $6,000,000
- Level 1 · Verification
- $4,500
- Level 2 · Scoped DD
- $9,500
- Level 3 · Full analysis
- $15,000
$6,000,000 – $10,000,000
- Level 1 · Verification
- $6,000
- Level 2 · Scoped DD
- $14,000
- Level 3 · Full analysis
- $22,000
Above $10,000,000
- Level 1 · Verification
- Quoted
- Level 2 · Scoped DD
- Quoted
- Level 3 · Full analysis
- Quoted
All fees exclude GST.
Modifiers
- Additional and out-of-scope work: $295 per hour.
- Multi-entity groups: add $1,500 per additional trading entity beyond the first two.
- Expedited delivery (under 10 business days for Level 2, under 15 for Level 3): add 30%.
- Second target: where a buyer engages us on an alternative target within 90 days of a first engagement, the second is charged at 75% of schedule.
Lender submission packs
The Model
Test whether the deal services before you go near a lender.
$1,850
- Serviceability model (lender worksheet)
- Funding request / lender summary
- 12-month lender cashflow forecast
- Information memorandum
Bank-Ready Pack
The model plus the written case. Ready to hand to a lender.
$2,850
- Serviceability model (lender worksheet)
- Funding request / lender summary
- 12-month lender cashflow forecast
- Information memorandum
Full Submission Pack
Everything a lender, investor or partner needs to say yes.
$5,800
- Serviceability model (lender worksheet)
- Funding request / lender summary
- 12-month lender cashflow forecast
- Information memorandum
All fees exclude GST.
Lender packs include a 12-month cashflow forecast for the lender, built in collaboration with you and your advisors from the information provided.
Doing the finance as well? Fee discounts may apply when The Lending Lab is engaged on the finance application for the same matter. Broking minimum loan sizes: $500,000 with property security, or $1,000,000 without.
Only need one piece?
| Single document | Fee | Turnaround |
|---|---|---|
| Funding request / lender information summary | $1,450 | 4 business days |
| Information memorandum | $3,500 | 10 business days |
Funding request / lender information summary
- Fee
- $1,450
- Turnaround
- 4 business days
Information memorandum
- Fee
- $3,500
- Turnaround
- 10 business days
All fees exclude GST.
Been declined?
A lender knocked back a submission that you believe should have passed. We work out why it failed, rebuild the earnings case from evidence, and restructure the presentation for the next lender. Every figure we present must be supported by source documents.
Submission Rescue · $950 · 3 business days · Learn more
Business plans and forecasts
Flat fees per product
| Product | Fee | Turnaround |
|---|---|---|
| Business plan, lender-grade | $3,500 | 10 business days |
| Three-way forecast (P&L, balance sheet, cash flow), 3 years | $2,450 | 7 business days |
| Business plan + three-way forecast | Save $750$5,200 | 12 business days |
| Annual forecast refresh (existing clients) | $850 | 5 business days |
Business plan, lender-grade
- Fee
- $3,500
- Turnaround
- 10 business days
Three-way forecast (P&L, balance sheet, cash flow), 3 years
- Fee
- $2,450
- Turnaround
- 7 business days
Business plan + three-way forecast
- Fee
- Save $750$5,200
- Turnaround
- 12 business days
Annual forecast refresh (existing clients)
- Fee
- $850
- Turnaround
- 5 business days
All fees exclude GST.
Terms applying to all engagements
- 50% on engagement, 50% on delivery of the report.
- Fees are not contingent on settlement, finance approval, or the conclusion reached.
- If the analysis recommends against the transaction, the fee is unchanged.
- Fixed fees assume the standard information request is met; material gaps are notified before extra time is incurred.
- Either party may terminate; completed work is charged pro rata.
Want a straight read on your deal?
Book a free call with Nicholas. Bring the numbers you have, and we will tell you the right service level and the fixed fee. No obligation.