Our Approach

1 INTRODUCTORY
CALL

Cooper wants to hear your story, share his, and establish a connection. These conversations are strictly confidential. If there is a strong mutual fit, we will move forward.

GET STARTED

2 PRELIMINARY ANALYSIS & VALUATION DISCUSSION

We will conduct preliminary analysis of the company and determine a valuation range that is exciting for both parties. The outcome of this step is a Letter of Intent (LOI).

3 CONFIRMATORY DUE DILIGENCE

Paige Pond will continue with detailed analysis of financial, operational, and legal aspects of the company, and begin planning the ownership transition. The outcome will be the Purchase and Sale Agreement.

4 CLOSE TRANSACTION

Both parties will execute legal agreements, funds will be transferred, and we will begin operating the business. We will relocate to run the business continuing to build your legacy after you retire.

APPROACH

The decision to sell your business is a difficult one but also a major milestone. The process of successfully selling your business to a qualified buyer is equally as difficult but shouldn’t be a mystery as you embark on the journey. We’ve provided an outline of the process below with articles and external resources offering deeper dives into key considerations.