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M&A Process

The M&A process is typically a fixed process but everyone handles the process a little differently to bring in more offers or maximize value. Our process differs from others in that we put high emphasis on:

Understanding your company, business model, and future potential
Working with you to develop a strong plan and strategy for the marketing and negotiation phase of the sale
An early plan to get due diligence work done and in order before the buyers are requesting it
High-level, investment bank style auction-like process to get as many buyers as possible and increase your selling price at the best terms
Helping your existing professional team or using our professional attorneys, accountants, financial planners, and escrow companies experienced with closing deals and not holding them up

Our M&A process consists of the following general phases:

If you have further questions of how our process works, please contact us.

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