Our intention is to operate the business we acquire.

Your company, your team, and building on your legacy is our focus.

One of our first priorities is to understand what matters most to you in the transition of your company, and what must be protected after you leave.

This phase starts with an introductory phone call to learn more about each other and what you are looking for in transitioning your business.

If we both think there’s a fit and we’d like to go further, we will ask you for some key documents, including recent financials.

Everything shared is confidential.

The outcome of this phase is for us to present you an Expression of Interest (EOI) that outlines an initial valuation for your company.

In this phase we’ll work together to gain a better understanding of your business and share more about the process we propose for the transaction.

This may include a site visit and further discussions around your team, customers, vendors and company history.

The outcome of this phase is to finalize a signed Letter of Intent (LOI) that outlines the terms of the transaction.

We know your time is precious, and our goal is to work through this with you in ~30 days.

During this phase, legal and accounting professionals will help to complete financial and legal diligence.

As diligence continues, we will work with you to ensure we both understand the process and timeline.

The outcome of this phase is to finalize the purchase agreement and create a shared transition plan.

Typically due diligence takes around 90 days, assuming we are communicating clearly and information is readily available.