Buying Process

Buying Process: Phase 1 Preparation, Phase 2 Marketing and Evaluation, Phase 3 Negotiation and Transaction

  • Clarify and Set Client objectives (Industry, Geography, Size, Timeline)​
  • Develop marketing plan and profile ideal targets​
  • Create marketing materials that introduce company and attract targets
  • Execute a multichannel marketing campaign​
  • Conduct initial due diligence to qualify and screen candidates​
  • Conduct onsite visits
  • Narrow the list to a handful of targets​
  • Present narrowed list of potential targets
  • Conduct detailed due diligence
  • Negotiate purchase agreement and close​