Initial Contact with the Company
+ Potential candidate identified based on current financial status/solvency.
+ Initial information request via proprietary Company Profile Questionnaire, which includes a request for operational documents.
+ Review of questionnaire information by all partners.
+ Each partner prepares a summary for their functional area with action items that they think need to be done to promote growth and determine the viability of this as an acquisition.
+ Decision is made to meet or not meet with the prospective candidate.
Meet with the Prospective Company
+ Based on a positive decision to proceed, a meeting is conducted with the prospective company.
+ Clarification and expansion of the information received from the company and a discussion of their needs and interests.
+ Additional due diligence and evaluation as necessary.
+ Partners meet to discuss viability of the prospective company as an acquisition.
+ Decision is made to pursue or not pursue as an acquisition.
+ If pursue, partners determine parameters of the agreement.
Final Decision Meeting
+ Meeting with prospective company to discuss acquisition parameters
+ Agreement between Safe Harbor Holdings and prospective company is yes or no.
Acquisition
+ If yes, an agreement is developed and signed.
+ Partners review and add to their action items and align them in the sequence they feel will best move the company forward.
+ Execute all functional action plans in a coordinated effort.
