top of page
Our Process
60-90 days from first conversation to close
Day 1
Introductions
30–60 minute introductory conversation to learn about your business and determine whether we're a good fit.
Day 2
NDA & Preliminary Information Review
Following a mutual NDA, we request a limited set of information to understand your business while minimizing disruption to your day-to-day operations.
Day 10
Indicative Offer
We typically provide an Indication of Interest within two weeks of receiving the requested information so you can quickly determine whether there's a basis to move forward.
Day 20
Execute Letter of Intent & Commence Due Diligence
Once we've confirmed alignment, we move forward with a Letter of Intent that outlines the key terms of our proposal and begin due diligence together.
Day 30-60
Due Diligence Execution & Definitive Agreement Drafting
Our diligence process focuses on understanding your operations, leadership team, customers, and growth opportunities. Throughout the process, we work collaboratively to develop a transition plan that positions the business for long-term success.
Day 60-90
Execution of Definitive Agreement & Closing
Following completion of diligence and legal documentation, we close the transaction and work with your team to ensure a thoughtful transition for employees, customers, and stakeholders.
bottom of page