How Our Acquisition Process Works

You reach out by form, phone, or email. You share the basics: what type of business you have, roughly where it is, and what you are thinking. We do not ask you to share financials or sensitive information at this stage.

We review your business profile against our acquisition criteria. We are looking for septic, wastewater, grease trap, or water treatment service companies with the right characteristics. If it is a fit, we move quickly.

A 30–45 minute private call. We want to understand your business, your situation, and your goals. You can ask us anything. No commitment is required on either side at this stage.

Before we ask you to share financial documents, route lists, customer information, or any other sensitive material, we execute a mutual non-disclosure agreement. This protects both parties.

Based on the information you have shared, we provide a preliminary, non-binding range of what we would be willing to pay and in what structure. This gives you a sense of where we stand before committing to full diligence.

We review your financial records, fleet condition, route data, and customer mix. We may visit your facility or service area. Our questions are focused and practical, not a fishing expedition. We need enough to underwrite an offer.

If everything checks out, we deliver a written Letter of Intent (LOI) outlining the proposed purchase price, deal structure, transition period, and key terms. An LOI is non-binding but sets the framework for the final purchase agreement.

If the parties proceed, counsel negotiates the purchase agreement and related documents. Closing occurs only after agreed conditions are satisfied. The parties then implement the documented transition, including any training, handoff, communications, permits, and post-close seller role.