Business Acquisition Process

Schedule a confidential consultation with one of our business brokers to discuss your goals, objectives, and financial position. This information will help to identify the type of business we should search for and your willingness to engage in the process. 

Sign a confidentiality agreement. Confidentiality is important. You must sign a confidentiality agreement before you can see a business’s details or obtain its address.

Identify Acquisition Targets. Once we determine your business criteria, our team will search for business opportunities that meet your needs.

Coordinate the due diligence process to verify the financial information of the business.

Negotiate purchase price and terms with the current business owner.

Obtain financing. Depending on your needs, through our connections with banks, we can assist with traditional financing and SBA business loans. Also, we can provide you with the contact information of several banks to assess your loan eligibility for the business you would like to purchase.

Negotiate lease or property purchase. We have extensive experience and creative thinking when it comes to structuring transactions so that everyone is satisfied.

Make an offer. We will assist you in drafting a letter of intent (LOI) that outlines the price and terms of your offer.

Closing. Once the attorneys have completed negotiations, a closing date will be determined. Both the seller and buyer will sign closing documents at this time and the borrower’s loan will be finalized.