Our Process

1. Introductory Call: Introduce ourselves, understand your goals, and see if there is a fit (schedule a call or meeting)

2. NDA: Sign a non-disclosure agreement (download our standard mutual NDA)

3. Pre-LOI Review: Exchange financials and key metrics, and visit the operation

4. LOI: Prepare a detailed offer (or "Letter of Intent") in which we can both sign off on key terms

5. Due Diligence: Confirmatory review of accounting, operations, and legal matters

6. Closing: Transfer funds and exchange shares

7. Transition: I join the business, and learn it from you over a pre-agreed transition period

8. Growth: We invest in continuing to grow the business for the long term

Approximate timing:

Introductory call to LOI: ~14 days

LOI to Closing: ~60 days

Let's Talk About Your Succession Plan