Simple. Confidential.
Owner-Friendly.

Process Overview

Estimated Timeline

Typical Close: 60–90 days from LOI

Seller Expectations

Confidentiality, respect, and no disruption to client care.

01
Step
Confidential Intro Call

Let’s explore your agency’s story and goals.

02
Step
Quick Fit Review

Light review of financials, staff, and licenses.

03
Step
Letter of Intent (LOI)

A no-pressure, non-binding offer.

04
Step
Due Diligence

We validate info and prep transition.

05
Step
Close & Integration

Your team stays supported, your legacy moves forward.

Our Promise During the Process

What a Typical Seller Experiences

Week 1

Meet our team → share your goals

Week 2–3

Light financial review → we ask only for essentials

Week 4

LOI issued with clarity and respect

Week 5–8

Due diligence → we do the heavy lifting

Week 9–12

Integration planning → staff conversations + transition roadmap
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