Our simple, collaborative process

Intro Call

Let’s connect for a confidential, 30-minute discussion to understand your goals and vision to determine if we’re the right fit

In-Person Meeting

We will meet in person to delve deeper into your business and talk through additional details

We will send you a Letter of Intent (LOI) outlining the proposed terms of the acquisition, striving for a structure that aligns with your objectives

We will conduct a comprehensive review to learn more about the business and verify details

We will finalize the agreement and ensure a smooth transition through the post-close plan