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01
Timeline: 1 Week
Discovery
Confidential. Focused. Aligned.
- We begin with a private, no-obligation conversation to understand your business, objectives, and preferred level of involvement.
- Our team requests light documentation P&L, AR/AP summary, and org chart to shape an initial view of fit and opportunity.
You’ll Get:
- Absolute confidentiality under NDA.
- A direct conversation with decision-makers, not intermediaries.
- A clear outline of next steps and required data.
02
Timeline: 1–2 Weeks
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Indicative View
Data meets direction.
- After normalizing your EBITDA and reviewing fundamentals, we prepare an indicative valuation range and outline which Tier structures best fit your goals.
- We summarize findings in a concise dashboard showing control, liquidity, and integration options.
You’ll Get:
- A preliminary value range and EBITDA normalization summary.
- Comparative insight into Tier 1–5 outcomes.
- Strategic feedback on your company’s growth levers.
03
Milestone: Tier Selection
Term Sheet (LOI)
Your deal, your design.
- We draft a non-binding Letter of Intent featuring three customizable paths; Conservative, Standard, and Aggressive. So, you can balance valuation, governance, and timing on your terms.
You’ll Get:
- Clearly defined terms: structure, price range, control rights.
- Side-by-side tier comparison table.
- Optional walkthrough to clarify trade-offs.
04
Timeline: 30–75 Days
Diligence
Proof through process.
- Once the term sheet is accepted, we move into diligence thorough, but efficient. You also preview our Back Office systems.
- Our teams handle Quality of Earnings, legal and tax reviews, and a functional walkthrough of operations, culture, and compliance.
You’ll Get:
- A secure, organized data room.
- Transparent checklist of deliverables and owners.
- Weekly touch-points for clarity on findings.
05
Milestone: Transaction Execution
Closing
Liquidity with clarity.
- We finalize documents, coordinate funds flow, and establish an internal and external communication plan. Optional seller financing can optimize tax treatment and total proceeds.
- The closing is seamless as our counsel and operations teams handle logistics, so you can focus on the hand-off.
You’ll Get:
- Funds disbursement summary and closing memo.
- Communication plan for staff, customers, and partners.
- Transition calendar and defined next-phase roles.
06
Timeline: First 100 Days Post-Close
100-Day Plan
Execution. Measured. Managed.
- Together, we implement the 100-day growth and efficiency plan.
- This includes establishing KPIs, reporting rhythms, and cost & growth initiatives—plus, if relevant, identifying potential roll-up targets within your sector.
You’ll Get:
- Published 100-Day Roadmap with milestones, owners, and timelines.
- Integration support from our Back Office team (finance, HR, IT, compliance).
- KPI dashboard access and performance scorecards.
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