Negotiating the Purchase Agreement
The business deal that we’ve been working on building for a period of months now needs to be reflected in legal language – a document called a Purchase Agreement.
Closing Checklist
We work with you to make a checklist of things that need to be changed or structurally modified before we can close.
The Business Deal
The diligence process confirms the business deal, reflecting what’s been discovered and discussed, as well as what the future of the company will look like.
Letter of Intent
It all begins with an idea.
The LOI is a legal document – it’s non-binding, but it does say that we’re committing to each other (i.e., an exclusivity period when we go through due diligence under the assumption that we’re working to close the deal).
Site Visit
It all begins with an idea.
We visit your office(s) for the first time to see if we can be good long term partners, and that what we’ve learned so far is true. And we want to get to know each other!
Indication of Interest
It all begins with an idea.
We write a letter (an IOI) discussing what the future could look like and how we see the transaction going forward – what the enterprise value is, how much of the business we’re buying, and any material obstacles or challenges.
Information Gathering
It all begins with an idea.
The conversation starts – We gather information to determine if we can be helpful with what you’re trying to accomplish. Are our visions of success aligned?