My goal is to facilitate a smooth leadership transition that ensures continuity for your employees and customers.

Deal Process Overview

  • Introduction & Relationship Building

    I want to hear your story, share mine and establish a two-way fit. These conversations are strictly confidential. If there is a strong mutual fit, we will move forward.

  • Preliminary Analysis & Valuation Discussion

    I will conduct preliminary analysis of the company and determine a valuation range which is exciting to both parties. The outcome of this step is a Letter of Intent (LOI).

  • Confirmatory Due Diligence

    I will continue with detailed analysis of financial, operational, and legal aspects of the company, and begin planning the ownership transition. The outcome will be a Purchase Agreement.

  • Close Transaction

    Both parties will execute legal agreements, funds will be transferred, and Morgan will relocate to your company’s headquarters to take a hands-on role operating the business.

A Different Type of Buyer