Our Process

Taking an investment is a major decision, but it doesn’t have to be a painful one. If you’re considering taking on a partner, give us a call.

Here is an overview of our process:

1. Get in touch.

Give us a call at (949) 269-3277 or use the contact form at the bottom of this site. We’re always available to chat confidentially about your situation. In our initial call we’ll talk at a high level about your business and your goals.

2. Introductory meeting.

Based off our initial call, we’ll schedule a meeting to talk face-to-face. We’ll hop on a plane and come to you to dive deeper into your business and your plans. We want to build a relationship. Oftentimes we can arrive at a ballpark valuation for your business at this meeting.

3. Look under the hood.

If both parties are still excited after our meeting, we’ll spend some time better understanding your business. We’ll sign a Letter of Intent that permits us to confidentially review the key details of your business.

4. Agree on terms.

Once we’ve developed an understanding of your business, we’ll be in a position to agree on final terms. Our goal is arrive at terms and a price we all feel good about.

5. Close.

The only thing left is to draft the documents and close the deal. We’ll have a post-investment plan in place so you can see a clear path to growth.

Reach out.