Our Process
Introduction
Initial call or in-person meeting to learn about the history of and vision for your business.
Exploration
If not done already, we will sign a non-disclosure agreement (NDA) and start to gather more detailed information about the operational and financial performance of your company. If mutually interested in further exploring the opportunity, we will set up an in-person visit to the business, on your terms. After that, we will sign a Letter of Intent (LOI), which is a formal document that lays out the key terms of our partnership and general structure for the transaction.
Due Diligence
Banking, legal, accounting and other professional services will work with me to do an in-depth review of the business. Once complete, we will refine and finalize the purchase agreement for the business.
Close and Transition
Sign the final legal documents, make key introductions and start transition of the business based on purchase agreement terms.