Our process

Introduction

First, we will have a brief call to talk get to know each other and talk about your goals for the business. If there is mutual interest, we will then meet in person to get into the weeds.

All information you share is always confidential

Letter of intent

If both parties are interested, we will negotiate an initial offer, or “letter of intent.” This sets out key terms for our partnership and helps structure the next several weeks from now to close.

Diligence

This is our first acquisition, and we are in it for the long term. We will honor the legacy you created and carry it into the next generation.

Close

Sign the final legal documents and transfer you the funds.