The Partnership Process

Step 1: Introductory Call

During our initial call, we would love to learn more about you, the history of your business, and what your expectations are in terms of involvement and time horizon. We can share more about Mable, what our plans are for the future, and answer any questions you might have.

If we agree there is a mutual fit, we can take the next step.

Step 2: Information Sharing

We execute a Non-Disclosure Agreement (“NDA”) and begin collecting information to value your business. This information may include:

  • Historical financial statements

  • Sales reports.

  • Information about you, your management team, and your workforce.

Step 3: Initial Offer

From the time we have received all of the information requested, we will take two weeks to conduct our internal analysis and draft a preliminary Expression of Interest (“EOI”).

The EOI will include the price we would like to pay for your business and other details related to the transaction. If the EOI is acceptable, we will conduct a more thorough review of your business.

Step 4: Due-Diligence &
In-Person Meetings

This phase of the process is a more detailed review of the information provided in Step 2 and also an opportunity to meet in person.

Members of the Mable team will come to meet you in person and tour your facilities. During the facility tour, we can be as discrete as you need so as to not reveal why we are there to any staff members.

Step 5: Definitive Offer

By this stage, we will be in a position to deliver a definitive offer. Our definitive offer will be provided in a Letter of Intent (“LOI”) that includes a price and precise details about the transaction structure including terms of future employment (if you elect to continue), and what our plans are for your business.

If our LOI is acceptable to you, we will move to final closing matters like drafting a binding legal agreement.

Step 6: Transaction Close

Once all legal documentation has been finalized and the deal is closed, we will transfer your funds and begin working on the next chapter of your business.

Interested in learning more?