Get to know each other
45 minute intro call
Sign NDA and complete preliminary business analysis with information you share
We can make you an offer within 2 weeks
Simple, fast and friendly process
Sign letter of intent
We zero in on what matters to you and how we can help you achieve your goals
Agree on outlines of the deal, including purchase price and your go-forward role
We have flexibility to structure the deal around you
Close the deal
60-90 days of due diligence focused on what drives your business
We have the experience, partners and resources to move quickly and with conviction
Our commitment to you
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Treating everyone fairly at all times is the cornerstone of our values. No excuses. Period.
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We are not “Wall Street types” who profit by making things complicated. You will always know where we stand.
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We firmly believe that “honesty is the best policy” and the right thing to do. We will always be truthful and deliver on our commitments.
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Doing deals with business owners is a great privilege for us. We will always treat you with the respect you deserve. We will also respect your privacy and preserve the confidentiality of our discussions, irrespective of whether we do a deal together or not.
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We genuinely love our work, and will bring that energy to everything we do!