Our Process
Most acquisitions follow the same six steps. The timeline varies — anywhere from 60 days to two years depending on the seller's situation. We move at the seller's pace.
01
You reach out — through the form on this site, by email, or by phone. We respond within one business day. The first call is 30 minutes, no NDA, no commitments. We talk at a high level about your business, your reasons for considering a sale, and what an ideal outcome would look like for you.
You learn who we are, where our capital comes from, and what we have acquired before. Most of the conversation is us asking questions and you talking.
02
If both sides want to keep talking, we sign a mutual non-disclosure agreement. From that point forward, everything you share with us is protected — and so is what we share with you.
We ask for three years of financial statements (P&L, balance sheet, tax returns), a brief operational overview, and a list of your real estate. We do not ask for customer lists, vendor agreements, or employee information at this stage — those come later, only if we proceed.
03
Within 2–3 weeks, we share a preliminary valuation range based on what we have reviewed. This is non-binding and intended to test the math before anyone invests more time.
If the range works for you, we move to a Letter of Intent. If it does not, the conversation ends cleanly. You keep the NDA protection. We part on good terms. Many sellers come back 12 or 24 months later.
04
The LOI is a one- or two-page document covering the major terms: price, structure (cash, seller financing, earnout if any), real estate handling, employee treatment, the seller's continued role, expected closing timeline, and an exclusivity period.
The LOI is non-binding except for the confidentiality and exclusivity provisions. It is the document you can sit down with your CPA, your attorney, your spouse, and your kids to look at together.
05
Once the LOI is signed, we begin confirmatory diligence — typically 45–75 days. This is the part that requires the most from the seller. We review books with our accountants, walk the yard with our operations team, retain environmental consultants for Phase I (and Phase II if warranted), and review key contracts and permits.
We pay for our own advisors. The seller's costs at this stage are typically limited to their own attorney and accountant time. We coordinate with your team to minimize disruption to daily operations.
06
We negotiate and sign a definitive Asset or Equity Purchase Agreement, transition documents, real estate documents, and employment or consulting agreements as applicable. Closing typically happens 7–30 days after the final agreement is signed.
On closing day, funds wire. The business changes hands. The team is briefed, on a schedule the seller controls.