Our Process

  • 1. Introduction

    Initial conversation to learn about each other and the business

  • 2. Preliminary Qualification

    Assess potential fit based on a high-level review of financials and operations

  • 3. Letter of Intent

    We submit an LOI outlining the purchase price, structure, and key terms

  • 4. Due Diligence

    In-depth review of all business functions, including: financial, legal, ops

  • 5. Deal Alignment

    Review and finalize deal terms in preparation for close

  • 6. Close

    Purchase agreement executed & transaction completed

Our Difference