This is the path every acquisition follows. EDGE has walked it many times. You will walk it
once, with an advisor beside you at every step. The full course, in twenty steps, is the
Acquisition Academy in Buyer's EDGE, free to read.
1Search Thesis
Define what you are looking for: industry, size, geography, and what you bring to the table.
2Search
Source opportunities from listings, networks, and direct outreach, screened against your thesis.
3Sign the NDA
Confidentiality unlocks the real information behind a blind listing.
4Review the CIM
The confidential information memorandum: the business's full financial and operational story.
5Valuation
EDGE models what the business is actually worth, which is not always what it is priced at.
6Meet the Seller
Structured meetings that build trust and surface the questions that matter.
7Structuring Deals & Terms
Financeable, defensible terms of interest in an LOI, prepared and reviewed before delivery.
8Negotiating Terms
Negotiation managed with momentum and discipline, not emotion.
9Accepted LOI
Terms lock and the clock starts. EDGE keeps every party moving.
10Due Diligence
Verify everything: financials, taxes, contracts, employees, operations.
11Closing
Financing, legal, and logistics coordinated to the finish line.
12Post-Close
Transition support and growth planning for the business you now own.