Deal Support
Equity4 works with you to buy your family-owned business.
We begin by evaluating your company through a thorough financial analysis of the past three years of tax returns and financial statements. Once we have a clear understanding of your business’s value, we create a Letter of Intent (LOI) with a transparent funding strategy that outlines the next steps. With your support, we then conduct a detailed due diligence process—including legal, financial, and operational reviews—so we can fully understand your operations, workflows, tech stack, and any current challenges or growth opportunities.
From there, we work with you to build a thoughtful and strategic transition plan that ensures continuity and peace of mind. Once the plan is in place, we draft the final closing documents for your review and approval. After closing, we continue to support you by implementing the agreed-upon transition plan.
Our process includes:
- 3-year financial and tax analysis
- Development of a strategic LOI
- Full-scope due diligence with your team
- Operational site visits and workflow review
- Custom transition plan creation
- Final documentation and post-close support
If you’re considering selling your business and want a partner who values your legacy, we’re here to walk with you every step of the way. Let’s explore what a smooth, well-planned transition could look like for your company. Contact us today to start the conversation.
Core Service Offerings
Have Any Questions?
We’d love to hear from you—reach out anytime and let us know how we can support you.