A Process of Collaboration & Transparency
What will transferring ownership look like?
INTRO CALL (1 week)
Let's connect! In a quick, 30-minute call, we can explore your vision for the company's future, share insights on succession planning, and see if we're the right fit to work together.
MEETING (1 week)
Ready to dive deeper? We will fly to meet you in person. We’ll talk through additional details to assess whether we could be a match for your company.
FORMAL OFFER (1 week)
Once aligned, we may request specifics to delve into the financials, legalities, and expectations. A Letter of Intent (LOI) will follow, aiming for a structure that aligns with your goals.
DUE DILIGENCE (4 - 12 weeks)
During this time, we will continue to learn more about the business. You will get transparency and authenticity from us throughout the process.
CLOSE & CELEBRATE!
We'll finalize everything, celebrate your success, and ensure a smooth handover. The post-close plan will ensure your company’s continued success.
Our promise
UNDERSTANDING YOUR GOALS
We'll take the time to learn about your goals and interests. This ensures we honor your legacy and maintain your vision.
TRANSPARENT COMMUNICATION
We'll always be open and honest with you every step of the way to ensure you are informed and involved in the process.
GOAL-BASED NEGOTIATIONS
Our negotiations prioritize fairness and understanding your goals and interests to ensure a win-win outcome.
EMPLOYEE & CUSTOMER COMMITMENT
We recognize the importance of your employees and customers, committing to treating them with the same level of respect and care that you have demonstrated throughout the years