Clarity from day one

Process

I aim to keep the process efficient, transparent, and respectful of your time, while doing the diligence needed to protect the business and ensure a smooth transition.

1. Intro conversation

Confidential discussion to confirm high-level fit, timing, and expectations.

2. Initial review

Review of a small set of materials to confirm alignment before moving forward.

3. Letter of Intent (LOI)

Clear economics, structure, timing, and key assumptions agreed upfront.

4. Confirmatory diligence

Focused diligence to validate key assumptions across financial, legal, commercial, and operational areas.

5. Documentation

Finalize purchase agreement and any financing documentation.

6. Close

Planned closing with minimal disruption to employees, customers, and operations.

7. Transition and handoff

Thoughtful transition plan tailored to the business, including employee, customer, and vendor continuity.

I focus on getting aligned early and avoiding late-stage surprises or retrades. Timing varies by business, but the goal is clarity, momentum, and minimal disruption throughout.