what to expect?
We bring a streamlined process where business owners can have peace of mind and confidence their business and deal will be negotiated in a transparent and professional manner. Here we compiled the basic steps we go thru.
step 1
get in touch
Either we will reach out to you or feel free to reach out to us! We’re always available to chat confidentially about your situation. In this initial call, we will discuss at a high level about your company and goals to see if there’s a fit.
step 2
research
After our initial call, we will work diligently to further understand your business and your current needs. We will gather further information on-site and through management meetings if necessary. Our goal is to come up with a valuation and present you with an indication of interest.
step 3
deep dive
During this process, we will conduct due diligence and work with you on the structure of the deal. If we both come to an agreement, will sign a letter of intent and work exclusively with each other.
step 4
acquisition
The final process will involving finalizing and signing the purchase and sale agreement, and the transfer of funds to the owner.
step 5
transition
We will work on implementing various growth initiatives with the goal of maintaining your legacy, and growing the business for long-term success.