Deals & Acquisitions
A sale or purchase is often the largest decision an owner makes. We keep the process organised, the documents readable and the timeline realistic from first offer to close.
Plan your purchase or sale with fewer surprises
Deals slow down when information arrives late. We build one shared checklist at the letter of intent stage, assign each item an owner and report progress weekly. Everyone sees the same list, which keeps accountants, bankers and both sides working from one page.
Before the letter of intent
The terms you accept in a two-page letter often decide the tone of the next ninety days. It pays to read it carefully.
We review price structure, exclusivity, earn-outs and working capital targets before you sign anything.
Sellers benefit from preparing early. A quiet pre-sale review of contracts, leases and ownership records finds issues while there is time to fix them. Buyers pay more readily for a company whose paperwork is already in order, and closing dates slip less often.
Tax structure matters as much as price. Asset sales and stock sales produce very different results for each side, so our tax counsel models the options with your accountant before terms are fixed.
Diligence without the chaos
A well organised data room answers most buyer questions before they are asked, and it shows the business is run with care.
We set up the diligence folders and review what goes in, so sensitive items are shared at the right stage.
On the buy side, we read what the seller provides and turn it into a short findings memo: what is normal, what needs a specific promise in the agreement, and what might change the price or the structure.
Closing and the first months after
Signing is not the end; transition terms decide how the first year feels.
We negotiate transition services, employment terms for key people and the escrow or holdback mechanics, then stay involved through the post-closing adjustments so nothing lingers unresolved into the next year.
Start with a conversation about timing and goals
Every transaction begins with a planning call. Reach us at (555) 214-0386 or through the contact form, and a partner will outline the likely timeline and fee range.
