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Business Meeting

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


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


Process Commences

Network Reached

Database Gathered

Business Listed

Finalization of Teaser

Finalization of CIM

Finalization of Valuation

Client Sign Off


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 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

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