Process

From first contact to handover

Selling a company follows a clear sequence. We explain every step in advance, so you always know what comes next – and what it requires from you.

Seven steps

How an acquisition with us works

We set the timetable together. At every stage, you decide whether and how to proceed.

  1. Confidential first conversation

    An open conversation without obligation – by phone, video or in person. You tell us about your company and your goals; we explain our approach and how we work.

  2. Non-disclosure agreement and first documents

    Before any confidential information is shared, we sign a non-disclosure agreement. For a first impression, the financial statements of recent years and a short description of the company are usually enough.

  3. Indicative offer

    On that basis, we give you a price range and the intended structure – together with the assumptions behind them. The offer is not yet binding, but gives you reliable guidance.

  4. Letter of intent

    If the key points fit, we record them in a letter of intent: price, structure, your future role and the timetable. An exclusivity period for the subsequent due diligence is customary.

  5. Due diligence

    We review finances, contracts, tax and the market – in a scope that fits the size of your company. We bundle our questions to keep the effort for you and your team manageable.

  6. Purchase agreement and closing

    The findings feed into the purchase agreement. For a German GmbH, the transfer of shares is notarised. At closing, the shares pass to us and the agreed purchase price becomes due.

  7. Handover and development

    Together we inform employees, customers and partners. During the agreed transition period you accompany the handover; after that, we develop the company together with the team.

Preparation

What you can prepare

You need none of this for a first conversation. For the later steps, it helps to have these documents to hand.

Article: Selling a company step by step

  • Financial statements and management accounts for the last three years
  • Current-year figures and an outlook
  • An overview of the most important customers and suppliers
  • An organisation chart and an overview of key people
  • Key contracts, such as leases and framework agreements
  • Articles of association and an overview of the shareholdings

Thinking about the future of your company?

A first conversation is confidential and without obligation – even if your plans are at an early stage.