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OUR PROCESS

INTRODUCTION

  • Phone or Zoom intro call to determine if acquisition would be a good fit for both buyer and seller

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DETAILED DISCUSSION & NDA

  • Follow-up conversation to further discuss business specifics and seller’s valuation expectations

  • If values & expectations align, draft & sign NDA to allow for more exchange of info

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LETTER OF INTENT

  • Written LOI detailing preliminary valuation and transaction details

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PERFORM DUE DILIGENCE

  • Official confirmation of all aspects of the business 

  • Includes review of accounting and legal documentation; 

  • Site visit

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CLOSE TRANSACTION

  • Sign Asset Purchase Agreement and execute wire transfer of funds

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TRANSITION

  • Seller stays with firm for a predetermined length of time to ensure successful transition

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CONTACT US

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