1. Define the transaction
Choose between a minority stake, control investment, full acquisition or growth financing.
2. Verify the evidence
Test margins, cash generation, working capital, customer concentration and future capital needs.
3. Structure value and risk
Define reporting, reserved decisions, dilution protection, conflicts and exit rights.
4. Document the agreement
Model base, downside and growth scenarios, including delayed sales and additional financing.
5. Prepare execution and transition
Identify potential buyers and exit mechanisms before investing.
