Our Process

Our Process

Step 1: Seller and Broker Meeting Step 2: Document and Information Collection Step 3: Recast Financial Statements to Price Business Step 4: Creating Offering Memorandum Step 5: Confidential Marketing of the Business Step 6: Screen Prospective Purchasers to Obtain a Right Fit Step 7: Buyers Candidate Meets Owner & Tours Company Step 8: Intent of Interest (IOI), Letter of Intent (LOI) & Negotiation Step 9: Due Diligence Period & Purchase Agreement Step 10: Schedule Closing & Transition Period