Process
Most owners we work with are selling their first & only business. We understand the seriousness of this transaction. Our closing process is confidential, fair, and expedient. Once provided with preliminary data, we will respond with an Indication of Interest (IOI) within 1 week. After a signed Letter of Intent (LOI), we are confident in a closing timeline of 90 days.
01.
Intro call + NDA
02.
Initial Data Request + Valuation Presented
03.
Site Visit + Additional Data
04.
Formal offer
05.
Diligence + Closing
Transaction Structure
Each deal is unique, but our goal is to work towards a simple & fair transaction structure.
80%
Cash at Close
The majority of the purchase price will be cash at close
20%
Seller Note
We require a seller note in all transactions to ensure proper alignment of incentives.
Capital Structure
Our capital structure will be based on pro-forma cash flows for your specific business to ensure a reasonable debt service coverage ratio.
70%
20%
10%
Debt
Seller Note
Equity
SBA 7(a) or conventional debt.
Market interest rate with 5-10 year term.
Combination of partner + investor equity.
