My Process
The purchase process will be conducted confidentially and will be custom tailored to the needs of your business. I will personally oversee the transaction and do everything in my power to ensure a successful acquisition and smooth transition for the company and its employees. The general steps involved are as follows:
1. Initial Discussion
A confidential conversation to learn more about you and to better understand your business.
2. Financial Review
Review of high-level financials.
3. Additional Items
Follow up for additional data and questions.
4. Letter of Intent
Proposal outlining the terms of the acquisition.
5. Due Diligence
Detailed verification of critical facts and financial information.
6. Closing
Closing process involving terms agreement, signing of paperwork, transition plan and transfer of funds.