Our Process

1. Intro Call

Establish contact with an owner (and / or their advisor) to discuss their succession plans, introduce Huntstone, and gauge overall fit. 

2. Execute Confidentiality Agreement

A confidentiality agreement (a.k.a. a non-disclosure agreement, or NDA) will facilitate confidential information sharing. 

3. Preliminary Financial Review

Review of historical financial information (typically financial statements or a summary) followed by preliminary questions for discussion. 

4. Site Visit & Meeting

Huntstone will meet with the owners face to face and conduct a site visit to tour the company's facilities.  

5. Expression of Interest

Huntstone will prepare an expression of interest letter outlining non-binding terms for review with the sellers. 

6. Letter of Intent

Huntstone will submit a Letter of Intent (LOI) outlining our offer terms and intent to proceed with a transaction.

7. Due Diligence

During an exclusivity period, Huntstone will perform due diligence, reviewing financial, operational, legal, and other business matters. 

8. Closing

Execution of definitive closing agreements and transfer of funds to the sellers.