Our Approach to Acquisitions
While every acquisition is different, our considerable transaction experience allows us to streamline the process, which can often be completed in as little as three months. Here’s what you can expect:
- Phase 1: Information Gathering We execute a non-disclosure agreement with you so that you feel comfortable sharing information we need to prepare a valuation. Then, you complete our information template and we conduct a meeting to review any questions.
- Phase II: Letter of Intent We provide a written document that outlines our proposed price, structure, and terms as well as a target timeline for closing.
- Phase III: Due Diligence, Contract Negotation, and Integration Planning Our acquisition team conducts a thorough review of your business to confirm our valuation and plan for a smooth integration of employees, operations, data, and IT systems.
- Phase IV: Closing Final agreement is executed and payment is made.