OUR ACQUISITION PROCESS

A clear path from first conversation to long-term stewardship

Every acquisition is different. Our process is designed to create clarity, protect confidentiality, validate the opportunity, and support continuity. Timing ranges are planning estimates—not guarantees.

Our Acquisition Process

1

Initial Conversation

1–2 DAYS

We discuss the founder's goals, timing, business history, and high-level financial and operating profile.

2

Confidential Review

3–7 DAYS

After an NDA when appropriate, we review available financial, customer, operational, employee, systems, and market information.

3

Business Evaluation

1–2 WEEKS

We assess fit, cash flow, recurring revenue, customer quality, transferability, risks, technology, and growth opportunities.

4

Letter of Intent

If the opportunity is a strong fit, we may present a non-binding letter outlining price, proposed structure, timing, transition expectations, exclusivity, and key conditions.

5

Due Diligence

30–60 DAYS

We validate financial, legal, operational, commercial, technology, cybersecurity, employee, vendor, and transition matters.

6

Financing and Documentation

Financing, purchase agreements, ancillary documents, closing conditions, and transition planning are completed.

7

Closing

Ownership transfers according to the definitive agreements. Day-one priorities include authority, banking, payroll, system access, communications, employees, customers, and service continuity.

8

First 100 Days

We listen, learn, stabilize, document, support employees, meet key customers, and avoid unnecessary disruption.

9

Long-Term Stewardship

We invest responsibly in people, systems, technology, customer experience, leadership, and sustainable growth.

Discuss a Potential Fit