PROCESS
We are dedicated to streamlining the process while also fostering alignment of everyone's interests to achieve the best possible outcome.
1 / INTRO CALL
Quick call to get to know each other and learn about the company and the story of it's
owners.
2 / PRELIMINARY ANALYSIS
We will request some information to evaluate whether we can effectively manage the company, considering factors like size, profitability, and growth potential. Additionally, we'll enter into a Non-Disclosure Agreement (NDA) to ensure the confidentiality of the company's sensitive information.
3 / OFFER
We present a comprehensive offer through a Letter of Intent (LOI). To ensure complete clarity regarding our approach, we will explain our valuation methodology, the purchase structure, and the transaction terms we can provide.
4 / DUE DILIGENCE
We will conduct a deeper analysis of your business to validate the assumptions we made in the offer, which will involve a review of financial, legal, and commercial information.
5 / CLOSING
Based on our findings, we will work closely with you to finalize the purchase agreement, detailing all terms and conditions. Our objective is to maintain complete transparency to ensure alignment. Upon reaching an agreement, we will proceed to smoothly transition ownership and close the transaction.
6 / TRANSITION
We will collaborate closely with the business owner to facilitate a seamless transition, aiming to minimize disruptions in the business's operations and provide comprehensive support to the owner as they move forward.