Negotiation, Diligence & Close

Offers, diligence, financing coordination, and a smooth path to close — run with discipline and strict confidentiality to protect your time, team, and transaction value.

What You Can Expect

Outcomes of This Stage

  • Negotiated offer terms that maximize certainty and value
  • Efficient diligence with controlled information flow
  • Lender and third-party coordination (as needed)
  • Purchase agreement aligned to business reality
  • Clear closing checklist, timeline, and path to funding
What We Cover

Key Negotiation & Diligence Topics

  • Offer structure: cash at close, holdbacks, seller notes, earn-outs
  • Working capital targets and true-up mechanics
  • Representations, warranties, and indemnification caps
  • Transition support, non-compete, and post-close expectations
  • Bank, landlord, and key counterparty approvals
Deliverables

What You Receive

  • Negotiation brief and recommended path
  • Diligence tracker & secure document room plan
  • Draft/Redline support on LOI and APA (with your counsel)
  • Closing checklist with lender/third-party coordination
  • Calendar, dependencies, and next-step milestones
Typical Timing

4–8 Weeks, Depending on Parties

Complexity drives timing: buyer readiness, lender involvement, legal review, and diligence scope. We organize the workstream and keep momentum toward a clean close.

Confidentiality

Always Confidential

Communications are discreet and compartmentalized. No outreach, public disclosure, or buyer activity occurs without your explicit approval. Information releases follow a “need-to-know” plan.

Protecting the Deal

Reducing Surprises & Re-Trade Risk

We help frame issues early, document adjustments, and keep both sides aligned on facts. The goal isn’t to “win every point” — it’s to protect the outcome you care about: net proceeds, certainty, and a clean transition.

Your Role

Where We Need You Most

You focus on business performance and answering targeted questions. We manage the workflow, coordinate with your advisors, and keep everyone moving toward a timely, well-documented close.

Ready to discuss terms or a current offer?

We’ll walk through options, timing, and a clean path to close — privately.

Your information is strictly confidential. No outreach happens until you explicitly green-light next steps.

Negotiation, Diligence & Close — FAQs

How do you coordinate with my attorney and CPA?
We complement (not replace) your advisory team. We help organize diligence, track documents, drive timelines, and align the business reality with legal and tax workstreams.
What if lender financing is required?
We coordinate early with the lender, set document expectations, clarify timing and conditions, and help keep underwriting moving alongside legal drafting so the close does not stall.
Can deal terms change during diligence?
They can — both up or down. We work to preserve your transaction value, document the facts, and keep negotiations grounded in data and market norms.

Start a Confidential Conversation