• Discuss Sale Process with Client
  • Prepare Market Valuation
  • Confirm Client Expectations
  • Execute Engagement Agreement
  • Pre Due Diligence Check
  • Prepare and Approve Confidentiality Information Memorandum (CIM)
  • Develop Buyers List
  • Prepare & Approve Blind Profile (Teaser)
  • Confidentiality Agreement Approval
  • Management Presentation Preparation
  • Launch Campaign
  • Confidentiality Agreements and CIM
  • AV / Buyer Discussions
  • Management Presentations
  • Hosted Tours
  • Indication of Interest (IOI)
  • Controlled Facilitation Process
  • Letter of Intent (LOI)
  • Buyer Selection
  • Hosted Tours
  • Due Diligence Checklist & Data Room Upload
  • Due Diligence Process
  • Due Diligence / Quality of Earnings Visit
  • Purchase Agreement Negotiation
  • Close