How We Work

A straightforward process from first call to closing

No mystery. No games. Just a clear path from initial conversation to ownership transition. Here's exactly what happens when you work with Brand + Bloom.

The Acquisition Process

From first conversation to closing—here's what to expect at each stage.

1

Initial Contact

Timeline: Day 1

You reach out via phone, email, or contact form. Tell us about your business—revenue, profitability, industry, location. No need for a formal deck or financials yet.

What we need:

  • Basic business description
  • Approximate revenue and profit
  • Your goals and timeline
2

Discovery Call

Timeline: 24-48 hours

30-minute phone call to understand the business, your situation, and determine if there's a fit. We're direct—if we're not the right buyer, we'll tell you immediately.

What we discuss:

  • Business model and operations
  • Current team and structure
  • Why you're selling and what matters to you
3

Initial Review

Timeline: 1 week

If there's mutual interest, we request basic financials (P&L, tax returns, customer list). We review quietly and come back with a go/no-go decision and preliminary valuation range.

What we need:

  • Last 2-3 years of financials
  • Customer breakdown (anonymized is fine)
  • Team overview and org structure
4

Letter of Intent (LOI)

Timeline: 2 weeks

We submit a non-binding LOI outlining price, structure, transition terms, and closing timeline. This is where we negotiate deal terms before spending time on due diligence.

LOI includes:

  • Purchase price and structure
  • Seller financing terms (if applicable)
  • Transition period and role
5

Due Diligence

Timeline: 2-4 weeks

We dig into the details—financials, contracts, legal, operations. We're thorough but respectful of your time. No surprises: if we find something concerning, we address it directly.

What we review:

  • Detailed financials and accounting
  • Customer contracts and relationships
  • Legal, licenses, and compliance
6

Closing

Timeline: 1-2 weeks

Legal documents are finalized, funds are transferred, and ownership changes hands. We coordinate with solicitors on both sides to make this as smooth as possible.

Closing includes:

  • Purchase agreement execution
  • Transfer of licenses and permits
  • Transition planning kick-off

Total Timeline: First Call to Closing

6-10 Weeks

Some deals move faster, some slower. But we're committed to moving quickly and decisively—no endless waiting.

After Closing: The Transition

The deal is just the beginning. Here's what happens after we take ownership.

Transition Period

3-6 months working together

Weeks 1-4: Knowledge Transfer

You introduce us to the team, customers, suppliers. We shadow operations and learn the business.

Weeks 5-12: Gradual Handoff

You step back progressively while we take on more responsibility. You're still available for questions.

Month 4+: We're Running It

You're free to step away. We handle day-to-day operations. You can check in if you want, but you don't have to.

What We Focus On

First 90 days as operators

Stabilize Operations

Maintain service quality, keep customers happy, ensure staff feel secure during the transition.

Understand Cash Flow

Map where money comes from and where it goes. Identify quick wins for improving margins.

Build Relationships

Introduce ourselves to key customers and suppliers. Show continuity and commitment.

Plan Improvements

Identify 2-3 high-impact improvements to implement in months 4-6. No big changes on day one.

Long-Term: Building Value

We don't flip businesses. We hold them, improve them, and build something sustainable.

Revenue Growth

Add services, optimize pricing, expand to new customer segments. Grow the top line sustainably.

Margin Improvement

Reduce waste, negotiate better supplier terms, improve efficiency. Turn revenue into profit.

Systems & Processes

Document operations, train teams, build repeatable processes. Make the business less dependent on any one person.

Team Development

Invest in training, promote from within, build a culture of ownership and accountability.

Customer Retention

Strengthen relationships, improve service delivery, increase lifetime value. Keep customers coming back.

Risk Management

Diversify revenue, ensure compliance, build financial reserves. Protect against downside.

Our Hold Period

We plan to hold businesses for 5-10+ years. We only exit when the business has reached its growth potential and all partners are aligned.

"We measure success in years, not quarters."

What Makes Us Different

How we work differently from other buyers and private equity firms.

Brand + Bloom

  • We operate businesses ourselves—hands-on CEO involvement
  • Seller financing welcomed—creative deal structures
  • Long-term hold (5-10+ years)—not looking to flip
  • Direct decision-makers—no investment committees
  • Preserve jobs and culture—respect what you built
  • Fast decisions (2-4 weeks)—transparent communication

Traditional Buyers

  • Portfolio approach—hire managers, don't operate themselves
  • All-cash deals required—limited flexibility on structure
  • 3-5 year hold with planned exit—fixed timeline
  • Investment committees and layers of approval
  • Cost-cutting first—staff reductions common
  • Slow process (3-6 months)—extensive committees

Ready to Start the Process?

Whether you're ready to sell now or just exploring options—reach out. We'll walk you through the process with no pressure or obligation.

Common Questions

Do I need an asking price?

No. We'll review your financials and propose a fair valuation based on market comparables.

Do I need a broker?

Not required. We work with brokers and direct sellers. Either way is fine.

What if I change my mind?

You can walk away anytime before signing. No hard feelings. This is a big decision.

Is this confidential?

Completely. We sign NDAs and keep all discussions private until you say otherwise.