Leadership Transition:

This is about you and the future of your business.  Steel Tree's goal is to structure an attractive solution for business owners looking to transition leadership. Together, we can organize a transaction that meets your personal and professional goals. Most common situations include the following:

• Approaching or at retirement

• Looking to reduce day-to-day, operational involvement

• Seeking an exit from the business

• Pursuit of another entrepreneurial opportunity

How does the process work?

Charles wants this process to be personal, confidential, and tailored to your desires as a business owner. He wants to work together to create a smooth transition for minimal impact on your employees and customers. Typically, the following steps are taken to get to know your business:

• An introductory call to learn more about you and the business you lead

• Sign an NDA to maintain confidentiality for review of high-level financial information

• Schedule an in-person visit to get to know each other better

• Request additional data and ask secondary questions to further evaluate the business

• If appropriate, put together a valuation of the business and discuss the future together

• Sign a Letter of Intent and begin a detailed due diligence process — the entire process will take approximately 3-6 months