Our company sale process

Your deal, step by step 

Every deal will look different, but our process for finding the right partners is focused on ensuring we close quickly and value your company accurately — so everyone benefits.

1

Indication of interest 

After an exchange of NDAs, our team and yours will meet in person and we’ll begin running the numbers

2

Letter of intent

We’ll send you a non-binding written agreement which covers your valuation, the structure of the deal, key terms, and the anticipated timeline. 

3

Due diligence

We conduct an in-depth review of every aspect of your business. This typically takes around 90 days. Due diligence helps us get to know your company, and ensures we’re buying what we thought we signed up to buy. 

4

Close

After a final review by our Investment Committee, it’s time to hit the ground running. You’ll meet with your new board pre-close, and post-closing we’ll get to work on your 100-day, 1-year, and 5-year plans. 

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A straightforward approach

In the end, we’re investing in you as well as your company, and any deal we put on the table reflects our intention to become a long-term partner. We don’t believe in playing games. We make offers based on a good faith valuation of your business — and we do our homework to try to get that number right. 

Honest answers, based on experience (FAQ)

After more than 800 deals, we’ve learned a lot about meeting founders’ concerns and building strong, continuing relationships after closing. Here are answers to some of the questions we hear most often.

Q: How long does it take to close the deal?
A: From letter of intent to closing is typically around 100 days, although these timeframes vary because every deal is different. We always aim to do our due diligence efficiently and close as quickly as possible.

Q: How and when do I get paid?
A: Typically, our deals are structured so that founders are paid in cash at closing, but retain a significant portion of equity in the business. We want to work with founders who remain invested and want to share in the growth opportunities we can create together.

Q: How will my role change post-close?
A: We want founders to be involved and invested in the companies they created. When a company grows substantially, we may bring in an executive that has experience running a company of that size. In that case, we work with the founder to find the right role to keep them involved.

Q: How long is your typical hold period?
A: It varies, but we tend to think in 5-year time horizons. We aren’t looking for quick flips. We want to build businesses that will continue to be successful long after our involvement.

Q: What happens to the existing management team post-close?
A: We have completed hundreds of transactions and seen many different outcomes. At the end of the day, it comes down to what you want, and what the business needs. Shore can help prepare your existing staff for change, or source new talent from our network, or often a mixture of both.

Q: Why does re-trading happen?
A: Usually, re-trading happens when it becomes clear that the company’s past earnings don’t accurately reflect likely earnings going forward. Examples might include material misses on quality of earnings, or situations where past earnings include one-off or non-recurring sources of revenue.

Hear from founders who've grown with us

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Abby Sechrist

President,, 360Pack

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Alex McGee

President, Duchenne Parent, Great Lakes Dental Partners

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