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Optimal Outcome Process

Here is the client-centered, step-by-step process we follow to ensure you get the optimal outcome for your company.

Preparation

  • Sign NDA
  • Sign Service Agreement
  • Company Research
  • Financial Analysis
  • Industry Research
  • Buyer Targeting & Behavior Research
  • Prepare Acquisition Opportunity Report

Marketing

  • Create Profile (Teaser)
  • Prepare Confidential Investment
    Memorandum / Opportunity Briefing
  • Client Approvals
  • Launch to Buyers
  • Distribute Profiles/Briefings
  • Reserve Acquirers Contacted
  • Interact with Buyers (1-3 visits)

Negotiation

  • Interact with Buyers
  • Solicit Offers
  • Seller Reporting
  • Narrow Buyer List
  • Negotiate & Sign Letter of Intent
  • Due Diligence
  • Acceptance of Offer

Closing

  • Due Diligence
  • Negotiate Definitive Agreements
  • Legal Documentation & Approvals
  • Closing

Contact Us

5600 Tennyson Pkwy. Suite 150
Plano, TX 75024
214-295-4754

If you’re considering selling your business, want to find the right partner or just have questions concerning the future of your company, please contact us. We’d love to discuss potential opportunities and find the optimal outcome for you.

Contact Us

5600 Tennyson Pkwy. Suite 150
Plano, TX 75024
214-295-4754

If you’re considering selling your business, want to find the right partner or just have questions concerning the future of your company, please contact us. We’d love to discuss potential opportunities and find the optimal outcome for you.