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We learn about your goals before asking you to commit time or share sensitive information.
Clear steps. Honest communication.
You should understand the process before you enter it.
Every transaction is different, but you should always know what information is being requested, why it matters, and what decision comes next.
Our three-step promise
Evaluate honestly
We ask important questions early and communicate directly about fit, value, risks, and structure.
Plan the handoff together
If we move forward, the transition plan is built around the real needs of the owner, team, customers, and business.
The typical transaction process
Step 1 - Introductory conversation
We begin with a confidential discussion about the company, your reasons for considering a transition, your current role, desired timing, and priorities. This is not a commitment to sell or an agreement to buy.
Step 2 - Initial fit review
If another conversation makes sense, we may sign a nondisclosure agreement and request limited information such as recent financial statements, revenue mix, team structure, customer concentration, and a description of your responsibilities.
The purpose is to determine whether both sides should invest more time.
Step 3 - Value and structure discussion
We consider normalized cash flow, earnings quality, growth history, customer and supplier concentration, owner dependence, assets, working capital, capital expenditures, transition needs, and risk. Price matters, but so do payment terms, financing, timing, post-closing involvement, and certainty.
Step 4 - Letter of intent
If there is alignment, we may submit a letter of intent outlining the proposed price, structure, major assumptions, diligence period, exclusivity, and anticipated path to closing. The letter of intent is not the final purchase agreement.
Step 5 - Due diligence and financing
With your authorization, we work with lenders and professional advisors to verify financial, tax, operational, legal, licensing, insurance, employee, customer, and asset information. Our goal is to confirm the shared understanding behind the proposal and surface material issues early.
Step 6 - Transition planning
Before closing, we develop a practical plan for leadership, employee and customer communication, banking, payroll, insurance, systems, vendors, licenses, and transfer of the owner’s knowledge and relationships.
Step 7 - Closing and the next chapter
Ownership transfers according to the final agreements. Our first priorities are business continuity, customer service, employee support, cash flow, and learning how the company succeeds before making unnecessary changes.
Confidentiality matters
We do not contact employees, customers, vendors, competitors, or other third parties without authorization. We are willing to sign a reasonable nondisclosure agreement before receiving confidential information.
Important note
This page describes a typical process, not a binding offer or guaranteed timeline. Final terms are documented in signed agreements and developed with appropriate legal, tax, accounting, lending, insurance, and other professional advisors.