F01
Within 2 business days
First conversation
A confidential introduction focused on the owner’s goals, the company, and whether there may be a mutual fit.
Start a conversation →The FRAME process
Clarity at every
stage of the path.
FRAME gives owners, brokers, lenders, and partners a recognizable path from a first conversation to a well-prepared close.
A visible process
F · R · A · M · E
We move with purpose without manufacturing urgency. Timing can expand when a business is complex, but questions, responsibilities, and next steps should remain clear throughout.
R02
Days 2–5
Review
We can put an NDA in place, review a small set of initial information, and identify the questions that matter most.
A03
Days 5–12
Assess
We study earnings quality, customers, team, operating dependencies, growth levers, and the likely transition plan.
M04
Around Day 14
Mutual alignment
If there is a shared path, we discuss preliminary value, structure, capital, diligence, and each party’s expectations.
E05
Generally 30–60 days
Execute
We complete confirmatory diligence, finalize financing and documents, close, and begin a measured ownership transition.
A simple starting point
Enough information
to have a useful call.
Your objectives
Why you are considering a partner or transition, what matters after closing, and the role you would prefer.
A recent financial view
A high-level P&L or summary of revenue and owner earnings is usually enough for the first review.
The operating picture
What the business does, who it serves, where it operates, and the team or capabilities that make it valuable.
Confidentiality is available early. We do not need a polished presentation, and a first conversation does not commit either party to a transaction.
Begin with FRAME →