How a transaction unfolds.
We outline our process because clarity reduces friction. A business owner who understands what to expect is better positioned to make a confident decision.
Initial Introduction
A conversation begins — typically introduced by a broker, advisor, or directly by the owner. We ask a small number of straightforward questions about the business to determine whether it falls within our criteria. No financials are required at this stage.
Preliminary Review
If the business appears to be a potential fit, we execute a mutual NDA and request a summary of the business — typically a CIM or equivalent overview. We review this material and respond with a preliminary indication of interest within ten business days.
Diligence
Upon agreement on preliminary terms, we conduct a structured diligence process covering financials, operations, customers, and key personnel. We conduct this process with minimal disruption to the business and with complete confidentiality.
Letter of Intent
We issue a clear, straightforward letter of intent outlining purchase price, structure, and any contingencies. We do not use LOIs to tie up a business while renegotiating terms. What we put in writing reflects our intent.
Close & Transition
We work with legal and financial advisors to close efficiently. Post-close, we manage the ownership transition in a planned, deliberate way — respecting the relationships and systems the prior owner built.
Your privacy is protected throughout.
We understand that exploring a sale is a sensitive matter. We treat every inquiry with strict confidentiality, regardless of whether a transaction results.
A mutual non-disclosure agreement is available and executed before any material business information is shared. We do not share information about businesses we are evaluating with any third parties without explicit permission.
If you are uncertain whether to proceed, a brief, informal call — with no commitment or disclosure required — is always an appropriate first step.
Ready to begin? We'll take it from here.
The first step requires nothing more than a name, a company, and a brief note about your situation.