We believe selling your business is one of the most important decisions you will make. Our process is designed to be transparent, respectful, and efficient.

Our Process - 2-4 months

Step 1: Introductory call: We begin with a confidential discussion to understand your business, its legacy, and your goals for the future

Step 2: Mutual alignment: We explore whether our vision, values, and expectations align

Step 3: Preliminary evaluation: Following execution of a Non-Disclosure Agreement (NDA), we conduct an initial financial review and present a non-binding offer to frame thoughtful discussions around structure and terms

Step 4: Letter of Intent (LOI): Once key terms are aligned, we issue a formal LOI outlining valuation, structure, and transition expectations

Step 5: Due diligence: We conduct comprehensive financial, operational, and strategic diligence—carefully managed to minimize disruption to employees and customers

Step 6: Closing & Transition: We finalize the transaction and partner closely with you to ensure continuity, stability, and long-term success

What makes us different

Focused ownership