Seven steps,
no surprises.
We've designed our process to respect your time, protect your confidentiality, and give you clarity at every stage. Most transactions move from first call to close in four to six months.
- 01
Introduction Call
A confidential 30-minute conversation to understand your business, your timeline, and what a successful transition looks like for you, your family, and your team.
- 02
Sign Non-Disclosure Agreement
Before any sensitive information is exchanged, we sign a mutual NDA. Your financials, customers, and team details stay protected — always.
- 03
Discovery Period
We learn the business the way an operator does: financials, people, customers, operations, and culture. We meet on your schedule and on your terms.
- 04
Third Party Business Valuation
An independent valuation firm establishes a fair market value. This protects both sides and grounds the conversation in objective data.
- 05
Additional Due Diligence
Focused legal, financial, and operational diligence with one law firm and one accounting firm — designed to be thorough without being disruptive.
- 06
Offer / Negotiations
A clear, written offer with straightforward terms. We negotiate directly and honestly. The price we sign is the price we close.
- 07
Closing
Funds wired, papers signed, transition plan in motion. Your team continues, your legacy is honored, and the next chapter begins.
Let's start with a conversation.
Whether you're an owner exploring options or a broker with a qualified opportunity, the first step is the same — a confidential introduction call.
Schedule an Intro Call