A short, confidential call to learn about your business, goals, and timeline — and to see if there’s a mutual fit.

After signing a mutual NDA, we review basic financials and company information to better understand the opportunity.

If aligned, we provide a non-binding valuation range and discuss structure, transition, and next steps.

We issue a Letter of Intent (LOI) and complete confirmatory diligence — focused on validating operations, people, and financials.

We finalize the purchase agreement and work closely with the owner to ensure a thoughtful handoff and stable transition.