Transaction Advisory Process

Our Transaction Advisory Process:

Enterprise Readiness

We will sit down with you, determine what your business needs to ready it for the transaction, and help you through each step.

Letter of Intent

We will help you prepare a Letter of Intent, making sure you and your business are protected.


We will be at your side, supporting you through negotiations and adjustments, to help ensure your transaction moves as smoothly as possible to a successful conclusion.


The work isn’t complete when the transaction closes – we will be there for post-closing integration to help ensure your good work bears fruit.