Our Process
Introductory Meeting
Initial video call or in-person meeting
Understand client business, goals and timeline
Scope engagement and align on deliverable
Engagement letter and kickoff
Diligence & Research
Impetus provides tailored information request list
Client confidentially shares financials and business details
Industry research and financial modeling
Collaborative review throughout
Completed Work Product
Institutional-quality deliverable sent for client review
Revisions based on client feedback
Final sign-off and delivery
Discuss next steps (transaction execution, buyer identification, etc.)
