Bring the deal together. Keep the next step clear.
Carry your research into offer preparation. Keep the proposed terms, company materials, and follow-ups in one organized workspace.
FROM ANALYSIS TO OFFER INPUTS
Put your thinking into proposed terms.
Before preparing a letter of intent (LOI), revisit the reasons the deal still fits. Bring price, financing assumptions, contingencies, and transition expectations together with the research that informed them.
PREPARE
Examine the structure.
The deal-structure method uses asking price, buyer context, and available analysis to help assess proposed terms.
Use the material to prepare questions for legal, accounting, lending, and diligence conversations. You remain responsible for decisions and follow-through.
The company file carries the search history into your next conversation. The example below shows the information a buyer might keep together.
NORTHSTAR · OFFER PREPARATIONFICTIONAL EXAMPLE
PROPOSED TERMS
Price and assumptions
Capture the purchase-price proposal, financing assumptions, and expected seller transition.
OPEN QUESTION
Customer concentration
Keep the question raised during analysis visible alongside the materials that prompted it.
NEXT CONVERSATION
Review with advisors
Bring the proposed terms and unanswered questions into your offer-preparation discussion.
What is the buyer still responsible for?
Reviewing and sending documents, obtaining professional advice, coordinating follow-ups, and deciding whether to proceed. The workspace does not negotiate, approve financing, or complete an acquisition on your behalf.
AFTER THE OFFER
Keep track of what still needs doing.
An offer is part of the process. Continue to organize the material and conversations needed for diligence, financing, and transition.
Preserve the follow-ups.
Record the question, relevant contact, and next step in your workspace. Check actual workspace options before assuming automated reminders, shared advisor access, or transaction coordination.
Prepare for the handover.
Keep seller transition expectations and the company knowledge you have gathered available as you plan for ownership.
WHAT YOU LEAVE WITH
Offer inputs. Context for the next step.
The tools help you organize a considered proposal and the work around it. The purchase still depends on your judgment, the seller, financing, and professional support.
Does Close mean SoloSearcher executes the transaction?
No. This stage describes deal-structure analysis, company records, offer inputs, and follow-through. Legal documents, financing decisions, and closing services remain with the appropriate parties.
Can I move back to Analysis?
Yes. An LOI does not mean the deal will close. New seller information or revised terms may change your assumptions. Revisit the analysis before committing more time or paying for additional diligence, and keep the updated reasoning with the company.