Our Process

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

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

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

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

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

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

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