Our Process
We Know This Process Can Be Overwhelming
We are committed to creating a clear, transparent sale process from beginning to end. We know you have never sold a business before, and that’s why we’ve teamed up with experienced advisors to help provide expert guidance at every step.
Here is What You Can Expect:
Week 1: Intro Call
Our first step is an introductory call to discuss your business, vision, and objectives. We'll also provide background on our team, approach, and answer any preliminary questions you have.
Week 2: In-Person Meeting
Next, we’ll arrange an in-person visit to deepen our understanding of your business operations, culture, and aspirations. We’ll also request preliminary financial information to help establish an initial valuation range for your business.
Week 3: Letter of Intent
At this stage, we might request further details to better inform our decision. Should we decide to proceed, we'll submit a Letter of Intent outlining our proposed valuation and key terms of the acquisition. Our priority is to collaborate closely with you to reach mutually beneficial terms, ultimately formalizing our agreement with a signed LOI.
Weeks 4-15: Due Diligence
With the LOI signed, we'll enter the formal diligence and documentation phase. We'll thoroughly evaluate essential aspects of your business while respecting your need to focus on daily operations. Our commitment is to maintain clarity and efficiency, requesting only crucial information, and offering complete transparency at every step.
Week 16: Close & Celebrate!
On the closing date, we'll finalize all paperwork, transfer the agreed-upon funds, and celebrate our new partnership together. By this time, we'll have collaboratively developed a transition plan to ensure smooth and seamless continuity.