The M&A process is typically a fixed process but everyone handles the process a little differently to bring in more offers or maximize value. Our process differs from others in that we put high emphasis on:

• Understanding your company, business model, and future potential
• Working with you to develop a strong plan and strategy for the marketing and negotiation phase of the sale
• An early plan to get due diligence work done and in order before the buyers are requesting it
• High-level, investment bank style auction-like process to get as many buyers as possible and increase your selling price at the best terms
• Helping your existing professional team or using our professional attorneys, accountants, financial planners, and escrow companies experienced with closing deals and not holding them up

Our M&A process consists of the following general phases:

1. Client Strategy Session
2. Marketing
3. Offer & Contracts
4. Due Diligence
5. Closing

If you have further questions of how our process works, please contact us.