Introductory conversation

We’ll spend time getting to know each other. We will confidentially discuss your company and your goals to understand if there’s a fit.

NDA and Initial Financial Review

We’ll sign a non-disclosure agreement (NDA) and request access to basic financial information on your company.  We’ll schedule a follow-up call to answer any questions.

Initial Offer

We’ll put together an initial offer to facilitate a high-level discussion about the terms and structure of an acquisition.

Letter of Intent

Should we both agree to move forward, we’ll submit a letter of intent (“LOI”), which is a formal, non-binding offer to acquire your business. The LOI will include a purchase price (or a range) and outline the key terms of the acquisition at a high level. A signed LOI will extend Next Haven Group an exclusivity period (typically 90 days) to conduct due diligence.

Due diligence

Our diligence process will include a review of your company's operations, financial performance, and team. We plan to engage professionals throughout the diligence process, including our investors as well as third-party legal, lending, accounting, and technical diligence partners.

Closing

Once all parties are happy, we’ll sign the final purchase agreement, transfer funds, and celebrate an exciting future for your business!