M&A process

Phase 1 Before You Commit, Free of Charge

First Meeting

We begin with a confidential meeting to understand your objectives, timing and financial goals. We share a preliminary valuation to set realistic expectations.

Key actionFree Preliminary Valuation & Goal Setting

NDA

We sign a non-disclosure agreement before you share any company information, so your plans stay protected from the first document.

Key actionSign NDA

Pre-DD Readiness Check

We review ownership, the proposed sale, existing accounts and key customers. You see what is ready for market, what needs follow-up and what can be shared.

Key actionFree Readiness Check

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