Buy & Sell Companies

What We Do

Our Process

Stage 1: Pre-Marketing*

• Clean up your financials
• Generate marketing materials
• Create your buyer/investor list

*Provided as part of our advisory services

Stage 2: Marketing

• Make initial contact with buyers
• Execute NDAs and send CIP to interested buyers
• Qualify buyers
• Conduct management presentations
• Distribute process letters for next steps
• Receive first-round bids

Stage 3: Diligence

• Accrue and open a data room
• Schedule on-site meetings
• Accept second-round bids

Stage 4: Documentation

• Finalize third-party diligence under exclusivity
• Review the proposed purchase agreement
• Create a funds flow spreadsheet
• Sign the purchase agreement and initiate wire transfers

Step 1: Define funding strategy & Terms and Conditions

What deal are you looking for? What are you hoping to walk away with? What percentage of your business are you willing to part with in return for capital? Are you looking for mentorship or purely funds? The first step in the capital raise process is deciding exactly what success looks like for you.

If you have a clear plan in mind for the funds you want to secure, you’re more likely to secure investment, plus execution then becomes as easy as simply following your plan.

Step 2: Prepare Business Detail

Your business cannot exist in your head when you present to investors. Now is the time to research, document and project your numbers (users/customers, revenue, expenditure etc).

Investors will want to know about the market potential, your business model, your marketing strategy, budgets and so much more. Make sure you have this information at your fingertips.

Step 3: Find Investors

Identify investors active in the companies space and leverage our network to gain warm introductions.

Step 4: Create Pitch Presentation

We want to create and tell a compelling story that investors can’t refuse.

Step 5: Organize Meetings

The private capital raising process can be a numbers game in more ways than one. We create interest in taking meetings during the presentation roadshow so that investors can learn more about the opportunity directly from the CEO.

Step 6: Facilitate the Due Diligence Process

The work isn’t done just because the pitch is over. Once you’ve wowed investors with your presentation, it’s time to follow through with some impressive evidence. Interested investors will want to do due diligence, so having everything already prepared for them in a virtual data room is part of our preperation prior to going to market and a huge plus when it comes to attracting the attention of potential investors.

Step 7: Negotiate Partnership Agreement

We work with legal teams to draw up the partnership/debt agreement so it works for you, your investor, and the overall business.

Step 8: Sign & Celebrate

Congratulations! Your patience and hard work have paid off – now you can put your plan into action and show the investor/debt holder that your business is the success you know it can be.