How the acquisition runs.
Five phases, principals-led, roughly fourteen weeks from first note to close. Here is exactly what happens — and what each side is on the hook for.
- IWeeks 1–2Phase I
Introduction
A direct call with the principals. We ask what you built and what matters to you about its future. You ask whatever you want. No NDAs required to start.
What you provideA short note. What you built, what matters.
What we provideA same-week reply from a principal, not an analyst.
- IIWeeks 3–6Phase II
On-site
If both sides feel the fit, we spend real time inside the business — warehouse, storefront, dashboard, or shop floor. Financials reviewed by the principals, not a rotating team.
What you provideAccess to the numbers and the people you trust.
What we provideDiscretion. No consultants, no employees looped in.
- IIIWeeks 6–10Phase III
One-page LOI
A one-page letter of intent, in plain English. Price, structure, and diligence scope on a single sheet — designed to close at the number written, not re-negotiated at the finish line.
What you provideA yes, a no, or a counter — on your timeline.
What we provideA price that holds through diligence.
- IVWeeks 10–14Phase IV
Diligence
A focused two-week window on legal, financial, and operational review. Conducted with discretion so employees and customers are not disrupted. Your advisors work alongside ours.
What you provideYour existing advisors, in the loop.
What we provideA focused team — no army of associates.
- VClosing weekPhase V
Close
A close designed around continuity of staff, customers, and standard. Principals present on day one. You stay involved for as long or as short as you want.
What you provideAs much or as little post-close role as you want.
What we providePresent on day one. Accountable to the LOI.
Ready when you are.
A first conversation costs nothing and commits to nothing. You reach the principals, not a queue.
Start the conversation