top of page
Transitioning leadership of your business on flexible terms
OUR PROCESS
Are we a fit?
RETAINED OWNERSHIP
​
The owner is looking to take a step back from managing the business day-to-day, but may desire to retain some equity upside. We welcome the opportunity to structure board involvement or an advisory role post-close
RELEASING DAY-TO-DAY MANAGEMENT
​
Shifting CEO responsibilities to a motivated buyer and entrepreneur committed to upholding the legacy and relationships you've built
OTHER
​
Envision a different ownership transition? These criteria are by no means exhaustive and we'd like to hear about a succession plan for your business that works best for you
READY FOR A FULL EXIT
​
If the time has come to transition ownership and management of your business, we'd love to hear from you
Our Process
1
INTRODUCTORY CALL
We'll issue a non-disclosure agreement (NDA) and discuss your ownership, sale plans and general business information
2
FURTHER DILIGENCE
If there is a potential fit, we'll discuss detailed business information, including historical financials and audits, up to issuing an indication of interest (IOI)
3
IN PERSON MEETING & LETTER OF INTENT [LOI]
We'll outline acquisition terms and conduct a more detailed legal, financial, operations and IT review, in preparation to issuing a non-binding LOI
4
TRANSITION PLANNING
We'll discuss an ownership and management transition in more detail, to provide as little disruption to your customers and employess as possible
5
PURCHASE AGREEMENT & CLOSE
Agreement on price and valuation and ultimately signing a purchase agreement, culminating with a legal transition of ownership
bottom of page