Our Process
Introductory Call: Introduce ourselves, understand your goals, and see if there is a fit (schedule a call or meeting)
NDA: Sign a non-disclosure agreement (download our standard mutual NDA)
Pre-LOI Review: Exchange financials and key metrics, and visit the operation
LOI: Prepare a detailed offer (or "Letter of Intent") in which we can both sign off on key terms
Due Diligence: Confirmatory review of accounting, operations, and legal matters
Closing: Transfer funds and exchange shares
Transition: I join the business, and learn it from you over a pre-agreed transition period
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
Get In Touch!
647.230.4141
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