Our Process

Step 1: Discuss Goals

We’ll arrange a 45-minute phone/video call for us to learn about one another, and dive into your goals for your business. The information you share is always confidential. We are always excited to meet and learn from successful entrepreneurs.

Desired Outcome: Understand if there is a mutual fit and discuss potential next steps.

Step 2: Initial Due Diligence

Here, we will focus on better understanding your business and will ask for limited data such as recent financial results and key successes. This aids in determining initial valuation. All information shared will be protected and kept confidential under an NDA.

This stage often lasts about 15 - 45 days.

Desired Outcome: Presentation of a non-binding indication of interest (IOI).

Step 3: In-Person Meeting

We will come visit you to better understand your business, conduct diligence face-to-face, and help explain next steps and requirements for the process.

This will happen during the initial diligence stage.

Desired Outcome: Better understanding of one another and solidified desire to receive / submit a letter of intent (LOI)

Step 4: Letter of Intent

We will agree on terms of the transaction with a goal to solidify price and structure that is favorable for all stakeholders. As needed, we will explore debt and potential seller financing if appropriate.

Desired Outcome: Signed LOI and outline of confirmatory diligence process.

Step 5: Confirmatory Diligence

During this stage, we will involve advisors such as legal and accounting, who will help complete the required diligence.

Often this is a complex and time-consuming process, during which we promise transparency, efficient communication, and empathy.

This stage typically lasts around 75 days.

Desired Outcome: Finalized diligence, purchase agreement, and transition plan.

Step 6: Close and Celebrate

Sign final legal documents, wire funds to you and others as needed and celebratory dinner / events.

Desired Outcome: Take-over day-to-day operations and transition plan being implemented.