It’s always a joy to meet great entrepreneurs! We will spend our first 1-2 calls getting to know each other. We will confidently discuss your company and your goals to determine if there is a good mutual fit.

If both parties are interested in moving forward, I'll sign a confidentiality agreement (NDA) and request basic financial information about the business which will help me arrive at a preliminary valuation. We will also discuss in greater detail your thoughts preliminary valuation, terms, and expectations of your role after a sale. Discuss if and how your company fits into our search criteria.

Assuming things go well, I'll come meet you in person!

If my investors and I are interested in moving forward, we’ll submit a Letter of Intent (“LOI”) that lays out the key terms of our partnership, including our preliminary valuation for your business. An LOI is a formal, non-binding offer to buy your company, and includes a purchase price range.

If both parties remain excited about the direction of the deal, we will iron out the details together and then sign the LOI. My goal is to arrive at a price and structure that is favorable for you and accomplishes your personal and financial goals. In addition to equity, we can explore debt and seller financing where appropriate.

Once the LOI is signed, I will do a deep dive into your company's operations, financial performance, and team. We will also engage legal and accounting specialists to begin assembling formal documentation.

Throughout this process, we will meet regularly to discuss the broad terms of the sale and to formulate a transition plan. You can expect transparency and honesty throughout this process as we work together as a team to best position the company for future success.

Once complete, we will review the final terms of the sale and reach an agreement that pleases both parties.

Once both parties are happy, we will sign the final purchase agreement, wire you the funds, and toast to an exciting future!