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Deal Lifecycle
Discovery Phase
Hi! Your deal was brought to our attention, and we’re excited about the opportunity. This is where we first meet, learn about your business and conduct a preliminary review of figures and factors as outlined in our discovery application.
LOI
If the discovery stage checks out as a fit, we proceed to the Letter of Intent. The purpose of the LOI is to establish a framework for the final deal. In it will be initial agreements and commitments made by each party, along with contingencies and typically a transaction timeline.
Due Diligence
With an LOI signed, we get serious about doing our homework. Our goal with the due diligence process is to skin the beast and corroborate the financial statements, which will define the purchase price or capital infusion. In this period we will also research industry placement and trends, and will typically speak with employees, vendors, and customers unassumingly.
Legal
This stage most often begins simultaneously with the due diligence process. Both sides are interested in making a deal. With a framework in place, now it’s about finalizing the legal documents and getting all aspects in place for closing.
Closing
The day it all comes together, cheers!
Post-Closing
Depending on the deal, in many cases you will stay on or be available for a defined period of time. In other cases, this is where you get to totally disassociate, and turn the dial, Clockwise.