How We Work
At each step of the way, we seek to build trust through integrity, transparency and clear communication while following a well-defined process.
01
Discovery call & in-person meeting
A confidential conversation where we learn about the unique characteristics of your business and what's important to you in the sale process.
02
Preliminary Assessment
We review financials, operations, and growth opportunities to determine mutual fit. We'll discuss how we're thinking about valuing your business to ensure we're aligned.
03
Offer & Deal Structuring
We present a fair and flexible offer that aligns with your transition objectives. There's usually some back and forth here as we work through the finer points of a term sheet/ letter of intent.
04
Due Diligence
A collaborative process where we dive deeper into the business operations, legal structures and financials to verify key business details. This is where we'll bring in advisers to help accelerate the process and prepare the necessary contracts for closing.
05
Contract Signing & payment
Once terms are agreed, we finalise the documents and join you to complete the job of signing the lot. We then send the funds to your account and enjoy a moment to celebrate.
06
Transition & Onboarding
We provide a tailored transition process that prioritises stability, growth, and continuity—so you can move forward with confidence, knowing your business is in the right hands.