top of page

How We Work

Our “How We Work” framework unfolds across five rigorous phases—Company Valuation, Marketing Materials & Due Diligence Preparation, Marketing of the Business, Negotiations & Due Diligence, and Closing & Handoff—designed to deliver maximum deal certainty and value capture through a structured, time‑tested process. Each phase leverages certified expertise, proprietary data, and industry best practices—to streamline complexity, mitigate risk, and ensure seamless transactions worldwide

1. Company Valuation

We establish a defensible baseline value that underpins the entire transaction, combining multiple methodologies to triangulate fair market price.

​

  • Multi‑Method Approach: Income (discounted‑cash‑flow), Market (comparable transactions), and Asset (net‑asset) approaches are applied in parallel. DCF models run 5–10‑year projections, stress‑tested under varying discount rates and growth scenarios to surface key value drivers and downside risks.

​

  • Proprietary Data & Benchmarks: We draw on sector‑specific M&A comp databases—covering over 1,000 recent deals globally—to adjust multiples for size, geography, and growth prospects, ensuring “like‑for‑like” comparables.
     

  • You receive:
    (a). an Executive Summary snapshot,
    (b) a 30–50‑page detailed valuation report with sensitivity tables and scenario analyses, and
    (c) a board‑ready slide deck complete with audit‑ready appendices documenting all inputs and assumptions

2. Marketing Materials & Due Diligence Preparation

We prepare the documentation and pre‑emptive analyses that accelerate buyer engagement while minimizing renegotiation risk.
 

  • Confidential Information Memorandum (CIM): A 20–25‑page CIM articulates financial performance, operational strengths, market positioning, and growth drivers—crafted to entice qualified buyers without revealing sensitive identities.
     

  • Teasers & Pitch Decks: One‑ to two‑page teasers generate initial interest; detailed pitch decks support virtual and in‑person roadshows, each tailored to buyer personas (strategic vs. financial).
     

  • Vendor Due Diligence: We coordinate comprehensive financial, legal, and operational reviews—normalizing earnings, auditing material contracts, and mapping core processes—to surface issues early and streamline formal buyer diligence.
     

  • Secure Data Room Configuration: Our team sets up Virtual Data Rooms (VDRs) with role‑based access, dynamic watermarking, and audit logs—balancing transparency with confidentiality to protect your information

3. Marketing of the Business

With materials in place, we discreetly present your opportunity to a curated pool of qualified buyers, driving competitive tension and premium pricing.
 

  • Global Buyer Network Activation: We tap strategic and financial buyers across North America, Europe, Asia, and Africa—including off‑market leads sourced through our Whop referral community—to maximize reach and confidentiality.
     

  • Targeted Outreach Campaigns: Personalized email campaigns, industry‑specific publications, and invitation‑only roadshows engage only pre‑qualified prospects, ensuring high‑intent discussions.
     

  • Digital Syndication under NDA: Listings on leading M&A and business‑for‑sale platforms are abstracted to protect seller identity, with full CIMs delivered only upon execution of NDAs.
     

  • Engagement Analytics: CRM dashboards track teaser opens, CIM downloads, and meeting requests in real time—enabling dynamic refinement of buyer targeting and messaging

4. Negotiations  & Due Diligence

We manage all buyer interactions, structure optimal deal terms, and coordinate rigorous due diligence to keep momentum and mitigate deal risk.

​

  • Term‑Sheet Structuring: We negotiate price, payment mechanics (escrow, earn‑outs), and protective clauses (non‑compete, indemnity caps) that align incentives and protect seller interests.
     

  • Buyer Re‑Qualification: Prior to full data‑room access, we re‑verify buyer financial capacity, strategic fit, and transaction motivations—minimizing wasted time and reducing fall‑through risk.
     

  • Ongoing Diligence Coordination: Our project managers schedule and track buyer due‑diligence requests, update VDR contents, and liaise with legal/accounting advisors to ensure deadlines are met.
     

  • Issue Resolution & Advisory: Drawing on decades of deal experience, we proactively identify potential sticking points—working‑capital adjustments, earn‑out disputes—and broker solutions to keep the deal on track

5. Closing  & Handoff

In the final phase, we orchestrate closing logistics, regulatory filings, and transition planning to ensure seamless ownership transfer and value preservation.
 

  • Final Documentation & Compliance: Preparation and review of purchase agreements, escrow instructions, board/shareholder resolutions, and regulatory filings (antitrust, industry‑specific) to ensure legal completeness.
     

  • Funds Flow & Escrow Management: Coordination of escrow releases, lender disbursements, and tax withholdings to guarantee accurate and timely payment to all parties.
     

  • 100‑Day Integration Playbook: A detailed post‑closing roadmap covers leadership transition, employee communications, system migrations, and KPI dashboards to capture projected synergies.
     

  • Post‑Close Performance Monitoring: Scheduled check‑ins and performance reports ensure agreed metrics—revenue growth, cost synergies, operational targets—are realized, with course corrections as needed

bottom of page