We learn the business model and the owner’s goals first. If we find issues that typically trip up sellers, we fix them before going to market.
01
Deal preparation
Validate exit readiness, set the asking price, write the confidential information memorandum, and plan marketing.
02
Buyer solicitation
Build and vet the buyer list in tiers, approve it with the owner, and host Q&A sessions.
03
Letter of intent vetting
Evaluate each offer on effective value and recommend a short list of buyers.
04
Due diligence
Manage the legal, operational, financial, and working capital workstreams and defend the price.
05
Closing
Negotiate final terms, including earnouts, rollover equity, holdbacks, indemnification, and representations and warranties.