Our Process
Your journey. Our partnership.
A frictionless partnership designed to prepare your business for a potential exit, while seamlessly preserving your legacy.
Step One
An exploratory conversation.
A conversation to learn about your company, listen to your priorities, and begin understanding the value of your business to see if we could be a good fit for each other.
Step Two
Indication of interest.
We sign a non-disclosure agreement (NDA), ask for access to basic financial information on your business, and meet in person. After our review and meeting, we put together an initial offer to help shape what a deal could look like.
Step Three
LOI exclusivity.
If we agree to move forward, Highmont Heritage presents a Letter of Intent (LOI) — a formal non-binding offer to buy your business — and enters exclusivity for a period, typically sixty to ninety days, to conduct due diligence.
Step Four
A careful review.
We meet regularly to conduct due diligence with legal, accounting, and technical advisors to gain a more full appreciation for the operations, financials, and team while structuring the deal and succession plan.
Step Five
A successful closing and legacy continued.
We sign the final purchase agreement and transfer funds while ensuring your team, clients, and legacy carry forward uninterrupted.