THE PROCESS
Six steps. No surprises.
We've designed our process to be as simple and low-pressure as possible. You're in control of the pace. Every step is confidential.
01
A confidential conversation
We start with a call — no documents, no pressure, no obligation. Just a chance to get to know each other and see if there might be a fit.
02
We learn about your business
If the first call goes well, we'll ask to learn more. This is still informal — we're understanding your business, not auditing it.
03
A plain-English letter of intent
If we think we're a fit, we'll put together a simple letter of intent. No jargon, no tricks — just the key terms, written so they're easy to understand.
04
Due diligence
We do what we need to do — but we do it respectfully. We keep it focused, we keep it confidential, and we keep you in the loop.
05
A fair agreement
We work with your advisors (and ours) to put a fair deal on paper. We aim for an agreement that both sides feel good about.
06
A proper handover
We work with you on a transition that feels right — for you, for your team, and for the business. There's no template; it's based on what you need.
Ready to start?
Start with a brief, confidential conversation. No documents, no obligation.
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