Our Process Overview

1. Fill out our CONTACT FORM to schedule a brief introduction call (30 minutes) for us to learn about your business and tell you a little about our team.

2. If your business is a fit, we sign a non-disclosure agreement and review your company’s financial performance and key operating metrics.

3. Within 1 - 2 weeks of reviewing your business, we provide a term sheet with our purchase proposal and details on how our earn-outs work so you can participate in the upside as we continue to grow your sales.

4. We then agree on the high-level terms of a deal and both sign a non-binding term sheet. Our team then immediately begins final confirmatory due diligence process and our legal team begins preparing all the necessary legal documents. During confirmatory due diligence, we confirm the accuracy of the financial statements you’ve provided and do an in-depth review of your business — this last step typically takes 2-3 weeks from the time a term sheet is signed

5. Our goal is to close and fund transactions within 45 days of our initial introductory call.