5-Step Facilitation Process
1 EVALUATION
2 PREPARATION
3 CAMPAIGN
4 NEGOTIATION
5 CLOSING
Discuss Sales Process
with Client
Prepare & Approve Blind
Profile (Teaser)
Launch Facilities
Process
Indication of Interest
(IOI)
Due Diligence Checklist
& Data Room Upload
Prepare Market
Valuation
Confidentiality Agreement
Approval
Execute NDA & Send
CIM
Suitor Site
Visits
Due Diligence
Process
Confirm Client
Expectations
Prepare & Approve
CIM
AV / Buyer
Discussion
Letter of Intent
(LOI)
Due Diligence / Quality
of Earnings Audit
Execute Engagement
Agreement
Develop Buyer’s
List
Management Intro
Calls
Offer Analysis $ Buyer
Selection
Purchase Agreement
Negotiation
Confidentiality Information
Memorandum (CIM)
Prep List
Management Presentation
Preparation
Send Indication of Interest
Process Letter
Execute
LOI
Close
30 Days
30 Days
90-120 Days
90 Days
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