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Once we begin an engagement it involves a series of phases:

  • Initial Due Diligence – to thoroughly evaluate our client’s business.
  • Valuation – to have an agreement on value expectations.
  • Information Memorandum – we prepare a detailed description of the client’s business.
  • Identifying Potential Investors – finding the right buyer is a multi-faceted process.
  • Strategic Marketing – after careful preparation we begin the marketing process.
  • Due Diligence – interested investors conduct their investigations.
  • Solicitation of Interest – can be “bidding” situation, or 1-on-1 negotiations.
  • Negotiation – refining the specific terms of an agreement.
  • Letter of Intent and Contract – negotiated agreements must be carefully documented.
  • Due Diligence and Closing – Collection and review of business information.

This process is time consuming and multi-faceted. We advise clients that it is also vitally important to keep “their eye on the ball” of running their business on a day-to-bay basis while this process is underway. Our team helps to supplement the client’s resources in addressing the needs of the transaction process.