Our Process
Week 1: Intro Call
Give Sanjay a call at (858) 603-7065 or email him at sanjay@catamaranequitypartners.com
Initial call focused on the business at a high level and your goals as an owner
Explore the opportunity and see if there is a good fit between both parties
Week 2: Meet In-Person
We will come meet with you in-person to learn more about your business
Request basic financial information about the business to compute a preliminary valuation
Week 3 – 4: Letter of Intent
If there is mutual interest in proceeding, we will request further information
We submit to you a letter of intent with key agreed upon deal terms clearly outlined
Week 5 – 11: Due Diligence
After an LOI is signed, we will conduct a thorough evaluation of the financial, operational, and legal aspects of the company
Prepare necessary legal documentation
Week 12: Close + Celebrate!
On the closing day, we will finalize legal agreements, transfer funds, and celebrate the start of a new chapter