Initial call or meeting to learn more about the entrepreneur’s story and the business. We will explain our motivation and high-level plans for the company.
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Sign an NDA
Execution of a Non-Disclosure Agreement (NDA) to ensure the confidentiality of the information shared.
Step 2
Opportunity Assessment
Sharing information about the company’s performance and gaining an understanding of the owner’s vision for the future.
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Sign a LOI
Execution of a Letter of Intent (LOI), which initiates the due diligence process.
Step 3
Due Diligence
Addressing questions regarding the business, the industry, and other relevant matters with the objective of presenting a binding offer to the owner.
Step 4
Closing the Transaction
Execution of legal documentation, completion of payment in the agreed form, and commencement of the transition process into the company’s new stage.
