When a business owner approaches us and we see a firm with real potential, we will start with an initial discussion to get an overview on the business and the marketplace, as well as the objectives and needs of the owner.
If the business meets our investment criteria, we will agree a Confidentiality Agreement to develop the finer details of the partnership. This will include an in-depth review of:
- Business owner’s objectives, whether outright sale, partial sale, management buyout, etc.…
- Accounts and financial statements/outlook
- Other relevant information, such as annual capital expenditure
Once this information has been evaluated, we may then schedule a further meeting to develop the basis of an agreement and supply a term sheet for review.