> To sell a majority stake but hold onto a small percentage of roll-over equity
> To set the stage for retirement by securing a highly-competent successor
> To transition out of a leadership role but retain a niche role and maintain a small equity stake
Our 6-step process helps guide business owners and founders through the complexities of a successful transfer of ownership — with assurance. From the confidential consultation to the final closing, we are proud to connect your business legacy with our capabilities to gradually take on full-service ownership and operations.
01 Confidential Call
Discuss your interests around your transition or exit plans in the context of our acquisition criteria and other high-level information.
02 Agreement
Both parties see a potential fit and agree to move forward with more in-depth discussions regarding the company’s financial and strategic position.
03 NDA
Sign this binding agreement to ensure your business’ proprietary information remains private and enables us to begin determining the company’s valuation.
04 LOI
Agree on a proposed valuation of your business and negotiate exclusively towards a final sale; this also includes a list of items to be reviewed in the due diligence process.
05 Due Diligence
Once under LOI, we will perform an efficient vetting of your business, products / services, operations, customer base, assets, and liabilities, etc.
06 Closing
Finalize the purchase agreement, working capital requirements, and the transition / training timeline (if needed).
