Deal Support
Whether you’re buying or selling, Equity 4 will support you through the full process.
We help business owners navigate every stage of the deal with strategy, clarity, and confidence. From the very beginning, we work with you to clarify your personal and business goals and assess your company’s true value through in-depth financial analysis. If there’s a gap between the valuation and your expectations, we help develop realistic strategies to close it. We also assist in identifying funding options, including SBA or other financing routes if needed.
Throughout the process, we help craft and review key documents like the Information Memorandum and LOI, support the due diligence phase by coordinating document collation and advisor input, and assist in negotiating final terms. We remain by your side post-deal, helping you implement a strong transition plan grounded in proven strategies like the Traction methodology.
Our full-process support includes:
- Clarifying personal and business goals
- Business valuation and financial analysis
- Gap analysis and value-building strategies
- Funding strategy and SBA support
- Drafting/reviewing LOI and deal materials
- Coordinating due diligence and advisor input
- Supporting deal negotiations and terms
- Traction-based transition planning
No matter where you are in the buying or selling journey, we’ll walk with you step by step. Reach out today to start your next chapter with the right strategy and support.
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.