Process

Let's start with a brief introductory call. Give me a ring at (630) 450-6645 or send me an email at jcogan@sakirallc.com. In this initial call, we'll talk high-level about your business and your goals. Any information shared will always be kept confidential.

If there's mutual interest in continuing to explore the opportunity, we'll arrange for a more in-depth meeting. We'll further discuss your business and the objectives you have for proper succession. We'll also exchange a confidentiality agreement and request basic financial information which will help inform a preliminary value for your company.

Should the both of us desire to move forward with an acquisition, you'll receive a letter of intent ("LOI") that lays out the key terms of our partnership. We'll work together to agree on terms and sign the LOI with the goal of arriving at a price and structure that is favorable for you.

After an LOI is signed, we'll start the legal documentation process and work to complete business due diligence with the help of legal, financial, and other advisors. We'll also formulate a transition plan together so that your business, employees, and customers are taken care of moving forward.

On the day of closing, we'll sign final documentation, transfer funds and legal ownership, and celebrate together! The transition plan that we develop will help ensure we hit the ground running after close.