Who We Serve

Step 1. Determining Your Specific Needs

Since we are joining a deal already in progress, it is critical to understand what has already transpired and what still needs to be done in order to meet your objectives.  The logical first step is to have an in-depth conversation that includes the sharing of all fact-finding and data collection that has taken place.  (There is no cost for this meeting.)  

Step 2. Develop Milestones and Establish A Fixed-Cost Consulting Agreement

Based on your needs, we will develop a list of milestones for our engagement.  If you’re a seller, a typical milestone might be obtaining a Letter of Intent (LOI) from the potential buyer you’ve identified.  Another milestone could be the completion of an “Asset Purchase Agreement,” which includes obtaining related legal and closing documents and the transfer of funds for the closing. 

We will outline the milestones and objectives of our engagement in a formal fixed-cost consulting agreement. This document will include an assessment of the time needed to complete our agreed-upon milestones, and an associated fee for each one. 

This consulting agreement is designed to deliver complete transparency to our engagement, and should put us on the same page in terms of tasks, timelines and fees. 

Step 3. Execute the Assignment

Now that we know what needs to be done, we can put our heads down and start doing it. At this point, it’s just a matter of continually pushing forward until success has been achieved— one milestone at a time.

Step 4. Complete the Assignment/Celebrate Success

A lot of work goes into even the most congenial business transitions, which is why we’re big believers in taking a moment or two to celebrate our shared success. After that, it’s time to consider what’s next. Much of our work involves helping businesses continue to grow in their “next” life – whether it’s with new owners, an added division, or a new generation of family leadership.