Our Deal Process
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Initial Screening
5 Days
We can make a decision regarding next steps within 48 hours of receiving your teaser and CIM. Once we have identified a potential for further collaboration, we’ll request a meeting to evaluate our initial fit, after which we will submit an initial indication of interest.
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Letter of Intent
7 Days
Once we have identified a potential for further collaboration, we’ll produce a Letter of Intent (LOI), which will lay out approximate terms for an acquisition, subject to final discussion and diligence.
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Diligence & Close
60 Days
We will continue to have regular discussion as we move through diligence, finalize our deal terms, and establish a plan for seamless leadership transition. This will cumulate in a final purchase and sale agreement (PSA).
Ensuring a successful sale
Throughout the deal process, we’ll collaborate with you to ensure:
Your transition works for you. Selling your business is complex; we’ll proactively check in with you as we complete our diligence process and finalize our purchase agreement.
Your team stays on as valued partners. We will be acquiring your business to build a future with your tenured team.
Your business continues to be built for the long-term. We’ll work with you to identify growth opportunities so that you can ensure your business is in good hands.
Upon successfully closing our acquisition, we’ll get started immediately on transitioning your day-to-day responsibilities, meeting your broader team, and executing on our collaborative growth plan.