Connect

We get to know each other, meet in person.  Sign a confidentiality agreement and learn in-depth about your business

Discover

Share a Letter of Intent that outlines terms and price.  I proceed to work with you through due diligence and transition planning.

Acquire

We finalize the terms of the deal, close the acquisition, and begin executing the transition plan.

Transition

I start working in the company and taking over management responsibility on a day to day basis, while we fully execute the transition plan.