6-8 Months
PREPARATION
1-2 Months
1-2 Months
- Engagement
- Prepare Confidential Information Memorandum (CIM)
- Identify/resolve potential transaction issues
- Finalize potential investor list
MARKETING
2-4 Months
2-4 Months
- Blind Executive Summary
- Confidentiality Agreements
- Virtual data room
- Request Indications of Interest (IOI’s)
- Pare down list of potential investors
- Management meetings with potential investors
TRANSACTION
4-6 Months
4-6 Months
- Secure Letters of Intent
- Negotiate LOI’s
- Due diligence
- Prepare & negotiate definitive purchase agreement
CLOSING est.
6-8 Months
6-8 Months
- Sign definitive agreements
- Closing
- Assist with post-closing matters