The Process

Step 1
Goal Setting

We collaborate with you to define clear acquisition objectives, including strategic goals, target industries, ideal company size, and timelines.

Step 2
Sourcing and Filtering

We conduct in-depth research to identify potential acquisition targets, filtering them against pre-defined objectives and criteria.

Step 3
Introductory Meetings

We meet to understand business, goals, and aspirations, establishing trust, while exploring your interest in potentially transitioning ownership of your business.

Step 4
Essential Information Gathering

We coordinate the collection of essential information to lay the groundwork for due diligence. This involves gathering relevant data and documents to understand business operations, financial health, and overall standing.

Step 5
Valuation Analysis

We provide expert assessment of your business's worth, informing the financial terms of the offer and setting a fair and realistic purchase price for all parties.

Step 6
Preparing Offers and Letters of Intent

We draft purchase offers and letters of intent (LOIs) outlining the acquisition terms and conditions. The LOI signals the buyer's intent and sets the framework for negotiations. This involves collaborative revisions and discussions to ensure mutually agreeable terms and clear communication.

Step 7
Negotiation, Structuring, and Term Sheet Agreement

We work closely with you to structure the deal, determining the optimal acquisition type and financing strategy. We then collaborate to establish a comprehensive term sheet outlining key agreement terms. This document serves as a roadmap for the final contract, ensuring clarity and preventing misunderstandings.

Step 8
Due Diligence

We conduct a thorough review of the target company's financial, operational, and legal aspects to verify information and identify potential risks and opportunities. To ensure comprehensive due diligence, we collaborate with external experts, including CPAs, lawyers, industry experts, and environmental consultants.

Step 9
Closing and Acquisition

We prepare and execute key documents, such as purchase agreements and transfer deeds. Our team also facilitates knowledge transfer and handover, introducing key personnel and stakeholders, transferring operational knowledge and systems, and reviewing contracts and agreements.

Post Acquisition Support

Strategic guidance

Expert advice on strategic planning, coupled with the implementation of strong governance processes to ensure effective decision-making and oversight.

Leadership Development

Customized training and development programs designed to empower the existing leadership team, enabling them to unlock their full potential and drive business growth, ultimately helping the small business reach its maximum potential.

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