Pre-Transaction
(1-3 Weeks)

• Current Market Valuation
• Teaser & Memorandum creation
• Data room creation
• Source & communicate with potential Buyers

Transaction
(2-4 Months)

• LOI Negotiations
• Due Diligence guidance
• M&A Law Firm recommendations
• Purchase Agreement negotiations
• Industry Standard Language
• Disclosure schedule creation
• Provide transition checklists
• Final closing day assistance

Post-Transaction
(Indefinitely)

• Transition templates
• True-up assistance
• Payout period reminders
• Template referral agreements
• Always available via text/email/phone call