Our Process
We understand that selling your business is a big decision. Our structured and transparent process is designed to provide clarity, efficiency, and true partnership at every step.
Step 1: Introductory Calls
We begin with a conversation to get to know you and understand your goals. This initial call typically lasts about 30 minutes but can take as long as needed to determine if there’s a mutual fit.
Step 2: Preliminary Analysis
If we both decide to move forward, we’ll focus on gaining a deeper understanding of your business. We may request select financial and business information to conduct a high-level analysis of the business operations and performance.
Step 3: Letter of Intent (LOI)
We’ll work together to refine the proposed purchase price, terms, and structure of the transaction, along with an exclusivity clause. Once we’ve aligned, we’ll mutually sign an LOI, a non-binding document that formalizes our intent to move forward together.
Step 4: Due Diligence
With the LOI in place, we’ll begin a detailed evaluation of the business across financial, operational, legal, and strategic areas. Our goal is to confirm our understanding and identify opportunities for a smooth transition and future success.
Step 5: Closing, Celebration, and Partnership
After due diligence, we’ll finalize the legal documents, address any outstanding items, and celebrate this exciting milestone! Post-closing, we’ll work side by side to ensure a seamless transition and build on the foundation you’ve created for long-term growth.