30 min

Initial call to get to know each other, hear your story, learn about your company, and understand your goals for your business.

Desired Outcome

Determine if we are a good fit

If we both wish to continue, we will sign a non-disclosure agreement (NDA) and ask for access to basic financial information on your company. We will focus on better understanding your business and arrange for an in-person meeting.

All information shared will be protected and kept confidential under the NDA.

Desired Outcomes

• Schedule in-person meeting

• Presentation of a non-binding indication of interest (IOI)

I will come visit you on your home turf to better understand your business and help explain next steps and requirements for the due diligence process.

Desired Outcomes

• Learn more about your business, future plans, and each other

• Submit a letter of intent (LOI)

We will agree on terms of the transaction with a goal to solidify price and structure that is favorable for all stakeholders. As needed, we will explore debt and potential seller financing if appropriate.

Desired Outcome

Agree on price and key terms

60 - 90 days

Due diligence involves a thorough review of your company's financial history, operations, and team. I will hire advisors to help me better understand the legal, accounting, and technical aspects of your business.

Throughout the due diligence, we will meet regularly to discuss questions, specific deal details, and build a successful transition plan.

This is often a complex and time-consuming process, during which I promise transparency, efficient communication, and empathy.

Desired Outcome

Finalized diligence, purchase agreement, and transition plan.

On the closing day, we will finalize legal agreements, transfer funds, and celebrate the start of a new chapter!

Desired Outcome

Close the deal and start transition