What We Look For

 Just a casual 30-minute conversation to get to know each other. You’ll learn about me, I’ll learn about your business, and we’ll see if there’s a mutual fit. No documents or decisions needed.

If there’s interest, we’ll sign a confidentiality agreement and you’ll share some basic info (financials, customer mix, team structure). I’ll follow up with a friendly, non-binding Initial Offer (IOI)—a quick read on what a potential deal could look like.

Whenever possible, I’ll come meet you in person around this time—my treat.

If the IOI feels good to you, I’ll put together a simple, non-binding Letter of Intent with price, terms, and timeline. You’re in the driver’s seat—this step just sets the framework for diligence.

This phase is about verifying what we’ve discussed. I’ll ask for more detailed documents, but I’ll always respect your time and team. You won’t find armies of consultants—just me (and a few trusted pros).

We finalize the legal stuff, shake hands, and celebrate. We’ll co-create a transition plan that makes the best sense for the continuity and success of the business.