Three clear steps to determine if there’s a mutual fit.
Simple but powerful.
Initial Conversation: We start by understanding your objectives and assessing mutual fit.
Preliminary Review: We request initial information to develop an indicative valuation range.
Indication of Interest (IOI): We provide a formal IOI, clearly outlining our preliminary view on valuation and key deal considerations.
Your Decision Point: You determine whether we proceed further based on our initial discussions and IOI.
Detailed Information Gathering: We refine our valuation by requesting further detailed insights into your business operations.
Formal Letter of Intent (LOI): We submit an LOI outlining detailed, mutually agreeable terms of the proposed transaction.
Your Decision Point: You decide whether to continue based on the refined terms and our collective understanding.
Final Information Request: We request comprehensive information to validate our understanding and assumptions.
Focused Due Diligence: We complete due diligence with help from external advisors (e.g., accountants, our investors), emphasizing transparency and minimizing disruption to your operations.
Finalize Purchase Agreement: We collaboratively finalize the purchase documentation to ensure clarity and alignment.
Closing: We execute final documents, and funds are securely transferred to complete the transaction smoothly.
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