Step 7: Assist with Due Diligence, Contracts, and Closing
We assist the buyer with setting up an electronic data [...]
Step 6: Assist with Valuation, Preparation of Letter of Intent
We assist in analyzing all data on the buyer’s behalf, [...]
Step 5: Initiate Dialogue with Sellers, Request Information
We initiate dialogue with owners of best-fit businesses, request additional [...]
Step 4: Review and Narrow Prospects
After identifying seller targets, we work with the buyer in [...]
Step 3: Develop Marketing Plan
Based on our client’s investment criteria, we devise a marketing [...]
Step 2: Identify Investment Criteria
Through our initial meetings with our clients, we identify their [...]
Step 1: Buyer Engagement Agreement
This agreement outlines our responsibilities to you as your exclusive [...]