Getting Started
How We Work

The M&A Process.
All 13 Steps.

Selling your business is the most important financial transaction of your life. Our 13-step process is designed to maximize your outcome, protect your interests, and give you complete clarity at every stage.

PHASE ONE
Preparation & Positioning

Before a single buyer is contacted, we build the foundation for a successful process.

1

Engagement & Strategy Session

We begin with a deep-dive strategy session to understand your business model, financial performance, operational strengths, and personal objectives. This session sets the foundation for everything that follows.

  • ✓ Defined exit objectives
  • ✓ Preliminary valuation range
  • ✓ Process timeline
  • ✓ Engagement letter execution
2

Financial Analysis & Normalization

We conduct a thorough review and normalization of your historical financial statements. This includes identifying and documenting all seller discretionary earnings, one-time expenses, and non-recurring items that add back to EBITDA.

  • ✓ Normalized EBITDA calculation
  • ✓ Quality of earnings assessment
  • ✓ Financial model development
  • ✓ Identification of value drivers
3

Confidential Information Memorandum (CIM)

We prepare a professionally crafted CIM that presents your business in the most compelling light — covering your history, operations, management team, financial performance, growth opportunities, and market position.

  • ✓ Executive summary
  • ✓ Full CIM document
  • ✓ Financial exhibits
  • ✓ Management presentation outline
4

Go-to-Market Strategy

We develop a targeted buyer outreach strategy, defining the universe of qualified buyers — both financial sponsors and strategic acquirers — who are most likely to recognize full value in your business.

  • ✓ Buyer universe defined
  • ✓ Outreach materials prepared
  • ✓ Process timeline set
  • ✓ NDA templates ready
PHASE TWO
Market Execution

We bring your business to market with discipline, discretion, and a relentless focus on driving competitive tension.

5

Targeted Outreach to Qualified Buyers

We contact a curated list of qualified buyers from our proprietary network of private equity firms, family offices, independent sponsors, and strategic acquirers. Every contact is pre-screened to ensure relevance and financial capability.

  • ✓ Outreach to 50–150 targeted buyers
  • ✓ Tracking of all responses
  • ✓ Management of inbound interest
  • ✓ Teaser distributed to qualified parties
6

Non-Disclosure Agreements (NDAs)

All interested parties execute a Mutual NCNDA before receiving any confidential information. This protects your business identity, your employees, and your customers throughout the process.

  • ✓ All buyers NDA'd before CIM delivery
  • ✓ Buyer tracking log maintained
  • ✓ Confidentiality protected
7

Management Presentations

Shortlisted buyers are invited to participate in formal management presentations — in-person or virtual — where you have the opportunity to present your vision and field questions from sophisticated buyers.

  • ✓ Presentation preparation
  • ✓ Q&A coaching
  • ✓ Buyer engagement scored
  • ✓ Process deadline communicated
8

Indications of Interest (IOIs)

We solicit Indications of Interest from qualified buyers, establishing preliminary valuation ranges, deal structures, and key terms. We analyze and present all IOIs, providing our strategic recommendation on which parties to advance.

  • ✓ IOI receipt and analysis
  • ✓ Valuation benchmarking
  • ✓ Buyer shortlist for LOI stage
  • ✓ Negotiation of IOI terms
9

Letter of Intent (LOI) Negotiation & Execution

We negotiate the Letter of Intent with your selected buyer — working through valuation, structure, representations, exclusivity, and timing. A well-negotiated LOI sets the tone for the entire due diligence period.

  • ✓ LOI negotiation
  • ✓ Key term protection
  • ✓ Exclusivity period negotiated
  • ✓ LOI executed
PHASE THREE
Closing

From LOI to closing table, we manage every detail so you can focus on running your business.

10

Due Diligence Management

We manage the due diligence process on your behalf — coordinating with your legal, accounting, and financial advisors to ensure timely and accurate responses. We protect you from scope creep and unnecessary disclosure.

  • ✓ Data room management
  • ✓ Buyer Q&A management
  • ✓ Advisor coordination
  • ✓ Risk mitigation
11

Purchase Agreement Negotiation

Working alongside your legal counsel, we negotiate the definitive Purchase Agreement — including representations and warranties, indemnification provisions, working capital adjustments, and closing conditions.

  • ✓ Rep and warranty negotiation
  • ✓ Working capital peg set
  • ✓ Indemnification caps negotiated
  • ✓ Closing conditions finalized
12

Regulatory & Third-Party Approvals

We coordinate any required regulatory approvals, landlord consents, customer notifications, and lender sign-offs necessary to satisfy conditions to closing.

  • ✓ Regulatory filings
  • ✓ Third-party approvals
  • ✓ Customer/vendor notification
  • ✓ Lender consent secured
13

Closing & Transition Planning

We coordinate the final closing, fund transfer, and transition planning. Our involvement does not end at the signing table. We remain engaged to ensure a smooth transition of ownership and relationships.

  • ✓ Closing logistics
  • ✓ Fund transfer coordination
  • ✓ Transition plan
  • ✓ Post-closing support
Process Timeline

From Engagement
to Closing.

Preparation & Positioning

6 – 10 Weeks

Steps 1–4

Financial analysis, CIM preparation, and go-to-market strategy

Market Execution

8 – 14 Weeks

Steps 5–9

Buyer outreach, IOIs, management presentations, and LOI execution

Closing

8 – 12 Weeks

Steps 10–13

Due diligence, purchase agreement, approvals, and final closing

Total estimated timeline: 4–9 months from engagement to closing. Every transaction is different.

Begin the Process

The Exploratory Meeting
Is Always Free.

We'll spend 30 minutes understanding your business, your goals, and your timeline. No obligation. Complete confidentiality.

Schedule a Consultation Execute an NCNDA