We might get in contact through a broker or directly. At this point, I want to learn about the great things you have accomplished and your plans for the future.

We get to know one another better.

Using an initial set of information, analyze the merits of the business including quality of revenue, margins, team, customer concentration, and potential risks.

If we are aligned on valuation, we might ask for some additional information to put together a formal offer including structure.

Following the signing of the LOI, we will work together to perform diligence on different key aspects of the business including financial, legal, operations.

Sign the final purchase agreement, transfer funds, and celebrate the great opportunities to come.