First, we’ll schedule a call with you to learn more about your business. We’d love to learn more about what you accomplished, what you envision for the future, and what your exit plans are.

After initial discussions, we’ll send over a non-disclosure agreement (NDA) and request standard financial information on your company. This will help us understand your business in more depth. We’ll also arrange an in-person visit.

If we believe that it is still a fit, we’ll send over an Indication of Interest (IOI), which provides a preliminary view of what a transaction could look like.

If both parties agree to move forward, we will send a Letter of Intent (LOI), which is a formal, non-binding offer to purchase your business. The LOI will include a purchase price (or a specified range) and outline the key terms of the transaction. 

As part of the signed LOI, we will ask for an exclusivity period (typically 60-90 days) to conduct due diligence. The LOI will also include a preliminary list of diligence items.

Due diligence involves a thorough review of your company's financial history, operations, and team. We’ll work with third party advisors to help us gain a deeper understanding of legal, operational, accounting, and technical aspects of your business.

This is often a complex and time-consuming process. During which we promise transparency, efficient communication, and patience.

Once agreed all is agreed upon, we’ll sign the final purchase agreement, transfer funds, and celebrate an exciting future for your business.

After we close, we will work closely with you to ensure a smooth transition for all employees, customers, and suppliers.