5 Easy Steps to Sell Your Business

Seamless and straightforward process built on trust and transparency.

We understand that fairness and confidentiality are paramount to getting the deal done.  

  • We will have an introductory call to get to know each other, hear your story, learn a bit about your business, and understand your succession goals. Information you share is always kept strictly confidential.

  • We would love to see what you’ve built in person, and will schedule a time at your convenience for us to visit your company. During this process, we may request additional information about the business.

    If we’re both excited about moving forward and your business meets our investment criteria, we’ll discuss and send a non-binding Letter of Intent. The LOI outlines our agreement in principle to purchase the business, stating the proposed price and terms of the deal.

  • We will work together to agree on terms and sign the LOI. Our goal is to arrive at a price and structure that is favorable for you. In addition to equity, we can explore debt and seller financing where appropriate.

  • After an LOI is signed, we start the legal documentation process. During this time, we will also continue to learn more about the business and complete our final diligence.

  • On the day of closing, we will sign final docs, wire you funds, and celebrate together! A post-close plan will be in place to seamlessly transition the company forward.