Process

  • Send Kenny an email. We would love to learn about your business and what it means for you to transition ownership and for us to preserve your legacy. We will talk at a high level about your business, your strategy, and your future.

  • We will call, Zoom, and come meet you in person to learn more about your business and your goals. We will ask for some basic financial information about your business, which will of course remain confidential. As you get to know Kenny, you can decide whether you think he would be the right person to steward the business and team you have built.

  • We will ask for additional information about your company. If we think it could be the right fit, we will submit a Letter of Intent (LOI) outlining the key terms of a partnership and sale.

  • We will work together to agree on terms and sign the LOI. We want to arrive at a fair price and a structure that you are comfortable with. We will discuss debt and seller financing, where appropriate, and align on what the transition process will look like to ensure your team and customers are taken care of for the long run.

  • When the LOI is signed, we will start the legal documentation. We will continue learning about your business and complete our final diligence to ensure we are prepared for a smooth transition.

  • We will sign deal documents, wire you funds, and toast to a great partnership. We want you to feel good about the deal and the future of the company you have built.