OUR PROCESS

We seek to provide a transparent and pain-free engagement that flexes to both your personal and professional needs

  • Connect

    Includes multiple conversations about your business, your goals, timeline and preferences. If there is a fit we sign an NDA, collect some financial information and begin to discuss pricing.

  • Letter of Intent

    Once we come to an agreement on high level terms, structure and pricing we execute a non-binding Letter of Intent (LOI) and move to the due diligence process.

  • Due Diligence

    We next perform a deep dive into everything about your business, from historical financial performance to the management team, customer contracts, growth opportunities and risks.

  • Close

    Once we have come to an agreement on the finer points of the contract with our lawyers and accountants, we work together to build a transition plan, sign the legal docs and celebrate!

Are you considering a sale?

Selling your business is a big decision. We welcome conversations no matter where you are in the process.