Our Approach

We'll schedule a 30-minute phone or video call to get to know each other and explore your goals for your business. Rest assured, everything you share will remain confidential. We’re genuinely eager to connect with and learn from successful entrepreneurs.

Goal: Determine if there's a mutual fit and outline possible next steps.

During this stage, we’ll focus on gaining a deeper understanding of your business and may request some key data, such as recent financials and major milestones. This information helps us form an initial valuation, and everything shared will be protected under a confidentiality agreement.

This process typically takes 15-45 days.

Goal: Provide a non-binding indication of interest (IOI).

We'll arrange an in-person visit to get a deeper understanding of your business, conduct on-site diligence, and walk you through the next steps of the process.

This will take place during the early diligence phase.

Goal: Strengthen our understanding and confirm mutual interest in proceeding with a letter of intent (LOI).

We'll work together to finalize the terms of the transaction, aiming to establish a price and structure that works for everyone involved. If appropriate, we'll also explore options like debt and seller financing.

Goal: A signed letter of intent (LOI) and a clear roadmap for the confirmatory diligence process.

At this point, we'll bring in advisors like legal and accounting professionals to assist in completing the necessary diligence.

Though this stage can be detailed and time-consuming, we prioritize transparency, clear communication, and understanding throughout the process.

Timeline: Typically lasts around 75 days.

Goal: Complete due diligence, finalize the purchase agreement, and establish a transition plan.

At this stage, we’ll sign the final legal agreements, transfer funds to you and any other necessary parties, and celebrate the closing with a well-deserved dinner or event.

Goal: Begin overseeing day-to-day operations and execute the transition plan.