Our Process

From First Hello to Closing

A transparent, step-by-step view of what happens from your first submission to the day funds hit your account.

Target close: approximately 90 days
01

Submit Your Business

Day 1

Fill out our deal intake form with basic information about your business — ARR, customer count, what the product does, and why you're considering an exit. No pitch deck required. We review every submission within 48 business hours.

  • Takes about 10 minutes to complete
  • No NDA required at this stage
  • We respond to every submission — even if it's not a fit right now
02

Introductory Call

Week 1–2

If your submission looks like a potential fit, we'll schedule a 30-minute introductory call. This is a two-way conversation — we want to understand your business, and you should want to understand us as a buyer.

  • 30-minute video or phone call
  • We'll discuss product, customers, team, and your goals
  • No valuation commitment at this stage
03

Preliminary Diligence & LOI

Week 2–4

If the call goes well, we'll request a small package of documents — P&L, MRR breakdown, customer list (anonymized is fine), and a product walkthrough. Based on that, we issue a Letter of Intent with a specific valuation and deal structure.

  • Non-binding LOI with price and terms
  • We explain our valuation methodology in plain language
  • LOI typically issued within 2 weeks of initial call
04

Due Diligence

Week 4–8

Formal due diligence is a collaborative process. We review financials, contracts, code, infrastructure, and customer relationships. We keep it focused and respectful of your time — we're not trying to find a reason to walk away, we're confirming what we already believe.

  • 30-day target for diligence completion
  • Dedicated diligence checklist shared upfront
  • Legal and financial review conducted in parallel
05

Definitive Agreements

Week 8–10

Once diligence is complete, we move to definitive purchase agreements. We use straightforward SPA templates that don't require months of negotiation. Our goal is to protect both sides fairly — not to introduce last-minute surprises.

  • Standard asset purchase or stock purchase agreement
  • No last-minute renegotiation of price or terms
  • Attorney review on both sides — we encourage it
06

Close & Wire

Week 10–12

We close, you get paid, and we begin onboarding. For most transactions this means a wire transfer on or shortly after the closing date. We handle transition support collaboratively — there's no cliff.

  • Funds wired at or before close
  • Transition period defined in advance — typically 30–90 days
  • Your team informed and onboarded with care

Common Questions

Do you require an NDA before we talk?

No. We don't require an NDA for initial conversations. Once you share detailed financial information, we're happy to sign one at your request.

Do you use earnouts?

Almost never. We believe earnouts misalign incentives and create conflict after close. Our offers are typically all-cash at closing.

Will my team know we're talking?

Not unless you want them to. We keep conversations strictly confidential until you decide to move forward.

What if I'm not ready to sell yet but want to know what my business is worth?

Submit anyway. We're happy to give you an informal sense of how we'd think about valuation, even if timing isn't right. No obligation.

Do you require founders to stay post-acquisition?

We prefer a transition period of 30–90 days, but we don't require you to stay long-term. We have an operational team that takes over.

Ready to Start?

Step one takes 10 minutes. We take it from there.

Submit Your Business