Our Process

Submit the Basics

1

This should take no longer than 5 minutes.

To receive a faster review, include:

  • Business type

  • Business location

  • Trailing 12-month revenue (TTM)

  • EBITDA or SDE

  • Commercial vs. Residential Revenue Mix

  • Recurring or Contracted Revenue estimate

  • Reason for Transaction

  • Desired Timeline

  • Teaser, P&L, summary, or other suppoting documents

Review

2

Our team will review all opportunities within 48 business hours.

You Get an Answer

3

You get one of three outcomes:

  1. Proceed: We’ll request documents and schedule the next call

  2. Needs info: We ask for exactly what’s missing

  3. Pass: a quick “No” so you can move on