Coaching Timeline
Phase 1: Letter of Intent (LOI)
This phase helps you get a signed LOI on excellent terms in under half the time it would normally take. It includes up to 25 coaching calls covering:
- Deal screening and diligence
- Financial modeling of all business under various structures
- Deal negotiation, optimizing for post-debt cash flow
- Letter of Intent (LIO) creation
Phase 2: Final Investment Decision (FID)
This phase covers the diligence phase during the LOI period (typically 60 days)
- Weekly coaching call helping you review the operation of the company and its processes for marketing and sales, operations planning and execution, recording & reporting, and people & culture
- One site visit by the Acquira Certified Integrator, facilitating interviews with seller and key staff
- Legal & financial due diligence vendor instructions
- Working capital negotiation guidance
Phase 3: The Close
The final phase covers the closing period (typically 90 days)
- Lender introductions and support
- Business plan guidance
- Business license plan guidance
- Relocation plan guidance
- Tax firm introductions and guidance
- Final closing documents review