Buyer Process
Six steps from your first inquiry to the closing table. No mystery, no surprises.
The six steps
Inquire
Send us an inquiry about the business you saw listed. One short note is enough to get the conversation started.
Complete
Fill out the required documents. A signed Non-Disclosure Agreement (NDA) and either an Individual Buyer Profile or a Corporate Buyer Profile. The NDA comes before any identifying information about the business.
Initial Interview
We do an initial interview with every buyer before we hand over the Confidential Information Memorandum (CIM) and Matterport 3-D scan. The conversation is short. The seller is trusting us with their business, so we make sure who we send the file to is real.
Meet the Seller
If the CIM works for you, the next step is meeting the seller. In person when we can, by video when geography says otherwise.
Make an Offer
When you are ready to write an offer, contact your advisor. They walk you through our standard offer forms so the terms land in a format the seller can actually evaluate against the other offers on the table.
Due Diligence & Close
Once the offer is accepted, your advisor runs due diligence and coordinates the closing. We keep the process moving so the deal does not stall in the diligence stage, which is where most deals die.
Rules of the road for buyers
- NDA before any identifying information. No exceptions, no "just tell me the name first."
- No backchannel contact with the seller's employees, customers, or suppliers. Every deal-related conversation runs through us. Going around us is grounds for ending the conversation.
- Confidentiality stays in force after closing. Anything you learned about listings you did not end up buying stays with you. Period.
- If you walk, you walk cleanly. No leaks, no public posts, no contact with the seller after you are out of the deal.
Start with buyer registration
Send us your profile and qualifications. We match you against the businesses for sale we are running now and the ones coming in next.
Individual Buyer ProfileCorporate Buyer Profile