How Selling Works
Sell your company and chart a bright future – for the business, your team, and your customers.
MY CRITERIA
What I look for
A great Business
Customers depend on you, employees don’t want to leave, and you are profitable.
Succession
My approach is designed for owners ready to transition both ownership and company leadership.
People
Your people do right by you and others.
Size
Revenue between $3M and $10M, but will consider quality businesses out of this range.
My process is fair and and transparent, driving a fast evaluation to tailor a deal that aligns with your goals
Timeline
1-2 Weeks
Introductions and Exploring Fit
- Meet us on an introductory call
- Sign confidentiality agreement
- Provide basic financial information
- Review our preliminary view on valuation
- Decide if there’s potential for a good fit
2-3 Weeks
Evaluating the opportunity together
- Tohepa will work towards a Letter of Intent (LOI), a deal proposal outlining key terms
- We will ask for some additional information; you can interview us as well
- This phase culminates in agreement on key deal points, with a signed LOI
3-4 Months
Confirmatory diligence and preparing to close
- We will engage advisors to conduct confirmatory due diligence and to prepare a transaction agreement
- This is also an important time to plan for a smooth transition
- With a finalized transaction agreement we will formally close.
4-6 Months
Transitioning the business
- Together, we will announce the transaction, and transition management smoothly
- Then, I’ll get to work, building upon your success
Let’s Start a Conversation
If you would like to discuss a potential acquisition opportunity, please give me a call. All discussions will be strictly confidential.
