Unique Process

We Simplify the M&A Process

Phase One: Engage & Prepare

Step One
Discovery Meeting

Discovery meetings are confidential and last about an hour. We provide our opinion of value for your company and exit strategy consultation.

Step Two
Engagement Letter

If you are ready to sell, your company is ready for the market, and we are confident we can achieve your goals, we sign an engagement letter and sell your company for maximum value.

Step Three
Marketing Package & Buyer List

We search our database and generate a list of potential buyers and collect company information so we can confidentially market your business.

Step Four
Sell Side Due Diligence & CIM

We complete your Financial Review and CIM (Confidential Information Memorandum) to share with qualified buyers after they sign an NDA (Non-Disclosure Agreement).

Phase Two: Go to Market & Select Buyer

Step Five
Qualify Buyers & Entice IOI's

We qualify interested buyers based on their ability to operate the business and fund the transaction. We then entice multiple IOI’s (Indication of Interest) and select the top 3-5 buyers.

Step Six
Facilitate Buyer Meetings & Entice LOI's

We introduce you to the best buyers and entice multiple offers or LOI’s (Letter of Intent) from the buyers you select.

Step Seven
Review Offers & Accept Offer

We review all offers with you and you decide which one to accept. You also have the option to reject any offers or if necessary we can negotiate a counter offer.

Phase Three: Due Diligence & Legal

Step Eight
Buy Side Due Diligence

Once an offer is accepted, buy-side due diligence begins. We have already completed sell-side due diligence so we are prepared to defend the value of your business.

Step Nine
Create & Execute Legal Documents

Our vetted team of experienced M&A attorneys and trusted advisors make sure your interests are protected. We remove all contingencies and execute the definitive agreements.

Step Ten
Close & Celebrate

This is what we’ve all been working towards and now it’s time to celebrate! Selling your business is life-changing and it is truly an honor to help you Maximize Your Exit!