The acquisition process for an owner is, in our experience, more frustrating than it should be. Ours is simple, candid, and respectful of your time. Five steps, written down so you know what to expect at each one.
A 30-minute call to understand your business, your timeline, and what matters to you about the next chapter. No deck. No pitch. We will tell you within a week whether we want to go further.
You share three years of financials and a high-level business overview. We share a written summary of what we like and what we would want to understand better — in writing, so you have something concrete to react to.
If we want to proceed, we send a non-binding IOI with a valuation range and proposed structure within two weeks of receiving financials. You will not wait months for a number.
If the IOI lands in your range, we move to a signed LOI with a 60–90 day exclusivity period. Diligence is run by us directly, with one outside accounting firm and one outside attorney — not a swarm of associates billing by the hour.
Capital is committed before LOI, so closing is not subject to financing. We typically close 75–105 days after LOI. Transition support from the seller is negotiable: anywhere from a clean exit to a multi-year advisory role.
One point of contact (the principal). Written summaries after every meaningful conversation. No surprises in valuation, structure, or terms between the IOI and the closing table. If we ever want to change a previously stated position, we say so plainly and explain why.