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Process
1 | Introduction
We schedule an introductory call to determine whether our collaboration will be mutually beneficial.
We continue the conversation, and both sign a Non-Disclosure Agreement (NDA), as everything we discuss in the next phase will be confidential.
2 | Learn
We get to know one another through additional conversations and review more details about your business.
We sign an Indication of Interest (IOI) as a non-binding agreement of preliminary deal terms.
3 | Assess
We agree on an initial valuation of your company and sign a Letter of Intent (LOI) as a non-binding offer.
My team will assess your company holistically to determine if it is a good fit.
4 | Close
We confirm everything learned during assessment and close out final legal and accounting steps.
We celebrate our mutual success and begin the transition.
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