The Expectations & Strategy phase determines if there is a fit between what the client wants and what Woodward can deliver. Much of this centers on a company valuation, the terms of potential offers, and the time estimates to close.

We expect this phase of work to last one to two weeks.

The Material Preparation phase is conducted concurrently with the Marketing Strategy portion of the prior phase. It involves preparing two groups of documents: Marketing and Data Room. 

This segment typically lasts two to three weeks but can be longer if the ‘high priority’ documents are unavailable or take longer to find.

This is the phase where we first contact the targets to assess their interest in investing in your company.

We could begin this work immediately after the Material Preparation phase. Many times it involves multiple strategies and waves of contact.

In the Terms and Conditions phase, we provide enough information to the buyers to allow them to make an offer or accept the terms we’ve proposed.

We help you and the buyer structure an acceptable offer to everyone and document these basic terms. This phase of work concludes with a signed Terms Sheet or Letter of Intent to purchase.

The Due Diligence and Closing phase is where the buyer verifies all the information about the company’s history, present status, and future opportunities. 

Our role in this phase of the process is as a coordinator and to ensure the formal documents reflect what was identified in the Terms Sheet. 

The Due Diligence phase ends when all the required paperwork is in place and closing documents are signed.