The Buy Out Process

 

1. Initial Consultation: We start with a phone call to understand your needs, timelines, and any urgent issues. We're flexible and ready to travel if necessary.

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2. Compatibility Check: We'll exchange a seller-friendly NDA and request financial information to review your company's performance over the past 5+ years.

 

Honest communication is crucial here.

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3. Letter of Intent (LOI): Based on our review, we'll submit a non-binding LOI outlining our proposed deal structure and options.

 

We're open to creativity and aligning expectations with the shareholders.

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4. Capital Confirmation: We'll clarify how the transaction will proceed.

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5. Due Diligence: Our internal teams handle all aspects of due diligence, ensuring a speedy process. We'll work closely with you to navigate any challenges.

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6. Post-Closing Strategy: If the company is financially healthy, we aim to maintain the existing organization.

 

If it's distressed, we'll preserve what works and improve what doesn't while safeguarding employees, suppliers, and customers.

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7. Transition Support: We assist with the transition, whether it involves management buyouts, the owner's continued involvement, or a complete exit.

 

Our goal is to ensure a smooth transition and uphold the company's legacy and employee well-being.