Acquire with purpose
Buy a business that fits the future you want.
Buying a company can change your working life and your family's finances at once. A clear acquisition plan helps you judge the business and the commitment you are taking on.
Request a Fit CallWhat are you buying, and why does it fit?
01
Define the right target
Set your criteria for industry, location, operations, size and your day-to-day role. Separate what you need from what would simply be nice to have.
02
Set a funding boundary
Understand the cash required for the purchase, fees, working capital and a reserve. Review debt service and personal guarantees with your lender and advisers.
03
Test the business
Have the right specialists review earnings, customer relationships, contracts, staff, liabilities and the seller's role. An attractive story needs evidence.
04
Plan the first day and the first year
Decide how leadership, staff, systems and cash flow will work after closing. The transition deserves as much attention as the purchase.
The path to work through
The exact scope and responsible professionals depend on your situation and the engagement agreed.
- 01
Define acquisition criteria
- 02
Review funding and personal risk
- 03
Assess a potential target
- 04
Complete diligence and agreements
- 05
Close and carry out the transition
A useful first conversation starts with
- The type of company you want to buy
- Whether you have a target in mind
- Your funding plan, operating experience and timing
No documents needed in the first message.
Questions you may have
Can I start if I already have a target?
Yes. The first discussion can focus on where you are in the process, any deadlines and which advisers are already involved.
Is acquisition financing guaranteed?
No. Lenders make their own decisions. Financing depends on the business, your resources, security, terms and the lender's requirements.
Business opportunities
Buy a business. Sell a business.
Plan what comes next.
Explore seller-approved public listings, register your buying criteria or speak with Glacier about a confidential sale.
Clear roles. A coordinated process.
Your M&A team
M&A lead
Glacier Financial
Your first point of contact for buying, selling and exit planning. Glacier leads the process and coordinates the business decision with your personal plan.
Accounting partner
Multitax Services
Accounting and tax work for your business transition, within the scope agreed with their team.
Visit their websiteLegal partner · VS Law Professional Corporation
Vikas Sharma
Legal advice and transaction documents under a separate legal engagement.
Visit their websiteEach professional is responsible for their own services. Scope, fees and any referral arrangements are explained before you engage them. Your information is shared with another firm only with your permission.
Your next step
Start with a conversation.
Tell us what you are considering and where you are in the process. We can discuss the fit, the people needed and the next step.
Keep your first message general. Please leave out financial statements, client names and deal documents. A secure document process and any needed confidentiality agreement should come first.
A first conversation is not an engagement to buy or sell a company. The provider, role, scope and fees must be agreed in writing before work begins.
Explore the rest of your next chapter
Business transactions, retirement planning and investment services can involve different providers and engagements. Confirm who is responsible for each service before proceeding. Legal, tax, valuation and financing work belongs with the appropriate professionals. No transaction outcome, sale price, financing or investment result is guaranteed.