Acquisition Process

We start with a real conversation. You tell us about your business, goals, timing. We share what we look for, how we are funded.

What we discuss:

• Your story — what you’ve built and where it’s headed
• What you’re solving for (timing, outcomes, legacy)
• How we think about investment fit, culture, and continuity
• What it could look like to move forward — or not

Duration: 30–60 minute call, completed within 1 week from original contact.

Information needed: Basic business overview, no prep work required—come as you are.

If the fit looks right, we'll review core financial and operational information under a formal Non-Disclosure Agreement.

What we review:

• Basic financial statements (3 years)
• Business overview document
• Organizational chart
• Key customer/supplier information

Duration: 1–2 weeks

Outcome: Initial valuation indication and term sheet if proceeding

We move quickly to understand the nuts and bolts of the business, how it runs, who makes it work, and where it can grow — without slowing you down.

Areas of focus:

• Financial performance and projections
• Operational systems and processes
• Management team and key employees
• Customer relationships and market position
• Legal and regulatory compliance
• Opportunities and challenges

Duration: 3–6 weeks

Our commitment: Minimal disruptions

Once terms are agreed upon, we work to close smoothly and implement a transition plan that respects your customers, people, and culture.

Closing activities:

• Final purchase agreement execution
• Regulatory approvals (if needed)
• Funding and wire transfers
• Legal entity transfers

Transition planning:

• Employee communication and retention
• Customer and supplier notifications
• Operational integration timeline
• Management transition plan

Duration: 2–4 weeks