Our Process

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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

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Diligence & Research

  • Impetus provides tailored information request list

  • Client confidentially shares financials and business details

  • Industry research and financial modeling

  • Collaborative review throughout

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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, improve ops, etc.)

Prepare Your Clients For A Premium Exit

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