CONTACT US

Our Process

We’ve designed our process to be straightforward, confidential, and focused on building trust every step of the way, Here’s what you can expect:

Introductory Call

(30 minutes)

Goals of this step:

  • Get to know each other and understand your goals
  • Evaluate if we’re a mutual fit
  • Confidential: No one beyond this conversation will know about it unless you choose otherwise

Initial Financial & Business Review + In-Person Meeting

(48 hours minutes)

Goals of this step:

  • Dive deeper into your business and learn about your future plans.
  • Solidify mutual fit and alignment
  • Confidential: Your employees, suppliers, and customers will remain unaware

Agree to Terms & Issue Letter of Intent

(1-2 weeks)

Goals of this step:

  • Agree on price and key terms of the deal.
  • Submit a formal Letter of Intent (LOI) to show our commitment
  • Confidential: Everything remains private to avoid disruptions

Confrimatory Diligence

(60-90 days)

Goals of this step:

  • Colaborate on a deep dive to esure a seamless transition plan.
  • Maintain professionalism and transparency while requiring your support.
  • Confidential: We protect your relationships with employees, suppliers, and customers

Clore & Celebrate

Goals of this step:

  • Finalize the deal: sign documents, wire you funds, and celebrate together!
  • Execute a post-clore plan to ensure the smooth continuation of your business.
  • We’re with you every step of the way, keeping it simple, private, and respectfull of your legacy