Complete and Submit Financial Inquiry Sheet
Complete and Submit Company Qualifying Forms and Documents
Complete Engagement Agreement
Internal Due Diligence: Due diligence is performed as if we were the investor to determine the value and potential in the market place.
Marketing Strategy: Determine what marketing strategy, both strategic and tactical, should be implemented, completive landscape, strengths and weaknesses and various factors needed to make the most strategic effectiveness direction.
Documents: Determine what is the best strategy to accomplish the goal and objectives. Prepare the marketing documents and materials. Prepare a “One-Page Teaser” and “Blind Teaser” highlighting the key aspects.