PROCESS
Information is disclosed in stages, with the client’s instructions and the division of responsibility with outside professionals confirmed at each step.
STEP 01
We confirm an overview of the business, the background to the acquisition or succession, and the desired timing. We do not receive patient information, detailed financial materials, identity documents, shareholder registers, or non-public agreements at this stage.
Principal output
Consultation summary and next questions
STEP 02
We organize succession options, desired terms, an expected schedule, the support scope, and the need for outside professionals. We do not guarantee completion or transaction terms.
Principal output
Initial assessment and proposed scope
STEP 03
We explain the scope, team, fees, confidentiality, direct negotiation, exclusivity and tail clauses, termination, and candidate review. After sufficient consideration time, we contract with either the buyer or transferor and never represent both in the same transaction.
Principal output
Material-matters explanation, FA agreement, and NDA
STEP 04
We confirm required materials in stages and organize the business characteristics and transfer policy. Initial approaches use materials that do not identify the company.
Principal output
Anonymous profile and case materials
STEP 05
We identify and approach candidates and perform case-appropriate checks on actual business operations, financial condition, antisocial-force concerns, and past M&A disputes.
Principal output
Candidate list and review record
STEP 06
After an NDA is executed, we generally obtain candidate-specific client consent before disclosing the company name and detailed materials. We coordinate Q&A and meetings.
Principal output
Disclosure consents, NDA, and meeting records
STEP 07
We organize LOI or basic-agreement terms and support DD preparation and project management. Legal, tax, accounting, and formal valuation work is performed by professionals selected by the client.
Principal output
Term comparison, issue list, and schedule
STEP 08
Subject to review of the final agreement by outside professionals, we organize open issues, owner guarantees, required procedures, payment terms, and closing steps and manage progress through confirmation of payment.
Principal output
Closing checklist
STEP 09
We organize post-closing stakeholder communications and operational, contract, and system transition items. The scope and period are agreed before completion.
Principal output
Initial PMI plan
CONFIDENTIAL INQUIRY
Please send only an overview, such as the company name, industry, reason for the consultation, and preferred contact method. The initial consultation is free.
Do not send patient information, medical records, detailed financial materials, identity documents, shareholder registers, or non-public agreements with your initial inquiry. We will explain the required materials and a secure submission method after confirming confidentiality and the scope of support.
Open the inquiry form