Our 5 Step Deal Process
Step 1: Introductory Call
Through a 30-minute video chat, we'll get to know each other, discuss your succession goals, and determine whether a mutual fit exists.
Step 2: Provide Financials
We will execute a non-disclosure agreement (NDA) to learn more about your business. We will ask for some financial and operational data. This typically takes between 3 and 4 weeks.
Step 3: Diligence Process
After conducting necessary upfront diligence, we sign a letter of intent (LOI) to more closely review your firm (incl. strategy, financials, operations, and legal). This step typically takes 90 days.
Step 4: Closing Process
After validating the information on the business during due diligence, we will submit a purchase agreement and finalize any outstanding items.
Step 5: Operate
Now the fun begins. We will begin the transition to new ownership, with Kyle planning to lead and grow your business over an extended period.
Comparing K&W Capital with Other Buyer Types
Our strategy tends to be more seller friendly than alternatives (when compared to private equity or strategic buyers)