Step 1: Initial Contact
The initial contact can be initiated directly by the prospective seller or by someone on the seller’s behalf. The objective of this step is to gain a “high level” understanding of the opportunity in an anonymous manner.
A confidentiality agreement will be executed if the decision is made to proceed to step 2.
High Level Non-Identifying Company Information
- General Overview/Company Description
- Financial Overview - High-level historical review and future projection
- Employment Overview
- Description of Facility
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