Our Process is Designed for a Smooth Transition
At Founders' Oak, we understand that every business sale is unique. Our collaborative and tailored process ensures a seamless transition for owners, employees, and stakeholders. Below, we outline the key steps of our approach, which typically spans 3–6 months
Our process is expected to take 3-6 months
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1) Initial Conversation
We begin with a confidential discussion to understand your business, goals, and vision for its future. This allows us to determine if there’s alignment and to begin building a relationship based on trust and shared values.
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2) Initial Offer
Following initial discussions, we express formal interest in the form of an Indication of Interest (IOI) or Letter of Intent (LOI), which outlines potential terms and establishes a framework for moving forward. This step ensures clarity for all parties as we refine the path ahead.
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3) Planning & Diligence
In this phase, we continue collaborating to confirm key details about your business while working together to refine an offer that works for everyone. At the same time, we develop a thoughtful transition plan to support employees, customers, and the broader community.
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4) Final Close
After both parties agree to the terms, we finalize the sale through clear and transparent agreements. This milestone marks the beginning of the next chapter for your business.
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5) Seamless Transition
We work alongside you during the transition to ensure continuity and support for your team and customers. Our hands-on approach focuses on preserving the values and culture that make your business special.