We’ll begin with a brief phone or video chat to get acquainted. This is our chance to hear your story, learn about your business, and understand your vision for the future. It’s all about seeing whether there’s a mutual fit.

With a signed NDA in place, we’ll ask for some high-level financial information to better understand your business. We’ll likely arrange an in-person visit to continue the conversation face-to-face. From there, we’ll prepare an initial offer to outline how a potential deal might take shape.

If things continue to progress positively, we’ll submit a formal Letter of Intent, a non-binding proposal that includes a purchase price (or range) and key deal terms. We’ll also request an exclusivity period, usually 60–90 days, so we can complete our diligence work without distraction.

Due diligence is a detailed process where we review financials, operations, and legal documentation with the help of professional advisors. We’ll be in close communication throughout, working collaboratively to answer questions, refine deal terms, and lay the groundwork for a successful transition. We value efficiency, clarity, and empathy during this important phase.

Once all terms are finalized, we’ll sign the purchase agreement, complete the payment, and officially close the deal. After celebrating with you, we’ll continue to partner with you to complete a thoughtful handoff ensuring continuity with your team, customers, and vendors to uphold the legacy you’ve built.