Our Process
It starts with a discussion
With bold determination, we kick off by gaining a thorough understanding of your business and personal goals.
We delve into questions such as:
What's your grand vision for your business? Is it your aim to continue with the business but relieve yourself of ownership responsibilities?
What holds significance for your staff and customers? Are your products, services, and solutions robust and secure?
We deeply value the hard work you've put into building your business and are eager to craft a tailored succession plan that takes into consideration future growth, staff, and client protection.
Define the objective
With bold resolve, we work together to uncover your goals through candid conversations.
We'll provide a thorough plan that paves the way for a successful transaction, ensuring your company's efficient operations and financial stability.
We also present a non-binding offer that gives consideration to both your and the satisfaction of your esteemed team after successful negotiations.
Guidance and Growth
We carry out some straightforward due diligence after you accept the offer, and we finish the transaction in 90 days. The closing packages we offer keep your time and expenses down.
It allows us to concentrate on working with you and putting the plans for a smooth transition in place.
Goals and a vision that both of us have agreed upon will continue to guide your business. You succeed, your company succeeds, and your team and clients prosper.
We take great pride in supporting you at every stage, from the offer to the close and beyond.
5 Simple Steps
Establish Fit
- Build trust
- Goal alignment
- NDA review
Letter of Intent
- Sketch terms
- Highlight roles
- Future roadmaps
Due Diligence
- Business review
- Transition plan
- Exclusivity
Documents
- Tax & legal docs
- Ownership
- Terms
Liquidity Event
- owners' ROI
- Recognitions
- Monetize
Why Sell To Us?
Venture Capital
- High Valuation
- Up to 6 month process
- Founders committing to 5+ years
- Terms that may make equity worth nothing
- Pressure to grow to give 10 to 100x return
- No cash to founder; just money for growth
Private Equity
- Full or partial cash-out
- Up to 6 month process
- Founders locked on earn-out for full value
- Terms that may makes equity worth zero
- Intervene operations and change culture
- Typically flip your company in 3 to 5 years
CVC Groups
- Full or partial cash-out
- Up to 3 months process
- Founders can stay or go, we’re flexible
- Simple 100% or 60/40 joint-venture
- Company to run as is, no culture change
- Holds companies for the long-term
Join CVC Groups.
