Our Approach
Pledge to You
We understand the effort involved in building your business and recognize that selling it can be stressful. Our goal is to minimize uncertainty by making the following commitments:
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Confidentiality: We prioritize maximum confidentiality and minimal disruption to your business.
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Transparent Process: From the first meeting to closing, we ensure a clear, communicative process to save time and avoid confusion.
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Flexible Deal Structure: We tailor the transaction to meet your personal and professional needs.
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Committed Capital: Our team and lenders are ready to deploy capital, enabling a quick due diligence and closing process.
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Experienced Advisors: Our team brings decades of deal-making and operational experience to ensure a smooth transaction and transition.
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Post-Transaction Commitment: Unlike private equity firms, we fully dedicate ourselves to your business and value its employees as key assets.
Designed for You
Whether your business is B2C or B2B, we understand it is all human-to-human at the end of the day. We put people first and tailor our approach to the entrepreneur.
Initial Meeting
We meet to understand the business, discuss motivations for selling, and align on objectives.
Pre-LOI
Before the letter of intent (LOI), we exchange key business, personal, and financial details.
LOI
A non-binding letter of intent (LOI) is presented, outlining key terms including price and structure.
Due Diligence
Confirmatory due diligence is conducted to verify financials and key business details.
Closing
We sign the purchase agreement and close the transaction with key third parties.
Post-Close
We complete the transition, focusing on minimizing impact to employees and customers.