“A society grows great when old men plant trees in whose shade they shall never sit.” — Greek Proverb

Building a legacy requires trust and transparency. For that reason, Athena is committed to a fair and simple transaction experience. We generally follow the five-step process below to allow us to get to know your company and for you to get to know us while ensuring privacy and fairness.

  • 1. Intro Call.

    A brief 30 minute introduction call to get to know each other better and get to know your company at a high level. If there is interest in further discussion, we can sign a mutual NDA to continue.

  • 2. High Level Review.

    After the intro calls, we review high level financial statements from the last three years that help us learn more about your business (service agreements, pricing, customer base, and financials) and get an initial look at valuation.

    Together, we brainstorm ideas for long-term growth and discuss the role that you want to play post-acquisition

  • 3. Site Visit.

    After having determined a good fit both from a values and financial outlook perspective, Athena will come to visit your company. This gives you the opportunity to get to know her better, continue previous conversations more in depth and

  • 4. Letter of Intent.

    After getting to know each other better, and having discussed preliminary valuations, Athena will submit a Letter of Intent (LOI) which is a binding offer and would provide the security needed for both parties to begin more detailed due diligence including third parties.

  • 5. Close deal.

    After due diligence is agreed, we close the deal. We will work together to prepare a through 100 day transition to ensure that the leadership can be transitioned smoothly and that stakeholders (employees, customers, suppliers) are respected and communicated with.