Our Timeline & Sequence
Our timeline is designed to elevate, expand, and elaborate our clients and their businesses in a competitive financial market.
From Start to Close
START
Due Diligence Begins
Coordination with Finance Person to Receive Information
Analysts Dig into Information
Valuation is Finalized & Data Room is Set Up
Approval from Client
Preparation
Process Commences
Network Reached
Database Gathered
Business Listed
Finalization of Teaser
Finalization of CIM
Finalization of Valuation
Client Sign Off
Launch
Company listed in every major platform and network of thousands reached
Designated Prospects are being vetted out by expert team
Qualified Prospects are scheduling conversations with Clinet
Offers
Offers in hands reviewing rigorously to get optimal terms
Winning Letter of Intent ("LOI") reached and offer accepted
Due Diligence begins
Due Diligence
Purchased Agreement complete
Due Diligence is complete