Our 6 Step Process
I believe that transparency, trust, and mutual benefit are the foundation of any successful partnership – there is a lot to be gained on both sides. This process reflects those values, providing a clear path from our first conversation to closing a deal that works in the best interest of both parties.
Step 1: Introductory Call (45 minutes)
I’ll schedule a call to learn about your business, discuss your goals, and outline potential next steps. Confidentiality is guaranteed.
Outcome: Determine mutual fit and discuss next steps
Step 2: Initial Diligence
We request limited data such as recent financials and key successes to create an initial valuation. All data is protected by an NDA.
Outcome: Presentation of a non-binding Indication of Interest (IOI).
Step 3: In-Person Meeting
We’ll visit your business to deepen our understanding, conduct face-to-face diligence, and explain process requirements.
Outcome: Strengthen trust and align on submitting/receiving a Letter of Intent (LOI).
Step 4: Letter of Intent (LOI)
We formalize the terms of the transaction, including the proposed price and structure. We also explore options such as debt or seller financing if appropriate.
Outcome: Signed LOI and an agreed roadmap for confirmatory diligence.
Step 5: Confirmatory Diligence (Up to 75 Days)
We engage legal, financial, and other advisors to complete the required due diligence. Throughout this process, we ensure transparent and efficient communication.
Outcome: Finalized diligence, purchase agreement, and transition plan.
Step 6: Close and Celebrate
We sign the final agreements, wire funds, and celebrate the next chapter with a transition plan in place.
Outcome: Smooth transition and implementation of the agreed plan.