How We Work
Trinity Forest Partners works with business owners to determine fit, and collaborate on developing a mutually beneficial growth partnership.
1. Initial Call
We have a confidential conversation about your community, your company and your future plans.
2. Non-Disclosure Agreement
We enter into a confidentiality agreement to protect the company information you choose to share with us.
3. Introductory Meeting
We meet in person to discuss our companies further, assess mutual fit and align together on next steps.
4. Further Discussions & Letter of Intent
We continue a dialogue designed to build our relationship and provide us with the company information we need to prepare a written offer that includes a valuation, proposed structure and timeline for purchasing your business.
5. Collaborative Due Diligence & Transition Planning
We continue a dialogue designed to build our relationship and provide us with the company information we need to prepare a written offer that includes a valuation, proposed structure and timeline for purchasing your business.
6. Transition Closing & Onboarding
We complete the sale process, appropriately communicate the transaction to employees, customers and partners, and begin working together on a day-to-day basis to create further value