I begin by getting to know the journey that shaped your business—the values, hard work, and legacy behind it all.
After signing an NDA, I'll learn more detailed information about your business to assess if we are a good fit. We will discuss how you would grow the company and, importantly, your transition goals—whether you plan to step away immediately, transition gradually, or remain involved in a board role. This step ensures that your vision aligns with my strengths as a leader and clarifies the initial financial landscape.
Based on our initial discussions, I present a transparent, fair offer. You’ll receive a Letter of Intent that outlines the key terms of our potential partnership.
We work together to thoroughly review your business details, ensuring complete clarity and building mutual trust as we move forward.
Finally, we finalize the purchase agreement, complete all necessary documentation, and develop a smooth transition plan that honors your legacy while positioning the business for its next phase of growth.