Get to know you
Start with a simple phone call. Let’s get to know each other. If the call goes well, we will meet in person to discuss a potential partnership.
We’ll agree on preliminary terms and sign a letter of intent.
Due diligence is complete, we’ll sign documents and wire you the money. You will continue to receive annual distributions as we grow your business together.
A built-in exit strategy allows you to participate in the upside of the platform, and retire with your finances secured.