5-Step Facilitation Process EVALUATION - 30 Days Discuss Sale Process with Client Prepare Market Valuation Confirm Client Expectations Execute Engagement Agreement Pre Due Diligence Check PREPARATION - 45 Days Prepare and Approve Confidentiality Information Memorandum (CIM) Develop Buyers List Prepare & Approve Blind Profile (Teaser) Confidentiality Agreement Approval Management Presentation Preparation CAMPAIGN - 90 to 120 Days (In Parallel) Launch Campaign Confidentiality Agreements and CIM AV / Buyer Discussions Management Presentations Hosted Tours NEGOTIATION - 90 to 120 Days (In Parallel) Indication of Interest (IOI) Controlled Facilitation Process Letter of Intent (LOI) Buyer Selection Hosted Tours CLOSING - 90 Days to LOI Due Diligence Checklist & Data Room Upload Due Diligence Process Due Diligence / Quality of Earnings Visit Purchase Agreement Negotiation Close
