Our Acquisition Process

A straightforward, transparent process designed to respect your time and protect your interests.

My Promise: Simple, Transparent, Respectful

After 13+ years in military and DoD contracting, I understand the importance of clear processes and keeping your word. When you trust me with your business transition, you get military-grade precision with Texas-sized integrity.

From First Contact to Closing: 30-90 Days

Every step designed to minimize disruption and maximize value for you.

1

Confidential Discussion

Day 1

We start with a no-obligation phone call. I sign an NDA before any sensitive discussions, and we explore if there's a mutual fit.

What happens:

  • 30-minute introductory call
  • Learn about your business and goals
  • Share my background and approach
  • Zero pressure, complete confidentiality
2

Initial Valuation

Days 2-5

Using my experience valuing tech companies and government contractors, I provide a fair, data-driven valuation within 48 hours.

What I need:

  • 3 years of financial statements
  • Customer concentration data
  • Employee and operational metrics

What you get:

  • Clear valuation range with rationale
  • Comparison to market multiples
  • Potential growth opportunities I see
3

Letter of Intent

Days 6-14

If we both want to proceed, I present a straightforward LOI with clear terms. No legal gymnastics, no hidden gotchas – just honest business.

LOI includes:

  • Purchase price and payment structure
  • Transition timeline and support period
  • Your role post-closing (if desired)
  • Key conditions in plain English
4

Due Diligence

Days 15-60

My military background taught me thoroughness without disruption. I work efficiently with what you have, respecting your ongoing operations.

My approach:

  • Use existing documentation whenever possible
  • Minimal on-site presence
  • Complete confidentiality maintained
  • Weekly progress updates to you
  • Focus on understanding, not fault-finding
5

Closing & Transition

Days 61-90

We close efficiently and begin a thoughtful transition. Most sellers stay involved for 3-12 months to ensure continuity and success.

Closing includes:

  • All legal documentation handled
  • Wire transfers completed
  • Employee communications (when you're ready)
  • Comprehensive transition plan
  • Ongoing support and partnership

Your Confidentiality is My Mission

Complete Discretion

Your business is never advertised as "for sale" – all discussions happen in complete confidence

Protected Information

NDA signed before any sensitive discussions – your data is protected with military-grade security mindset

Employee Protection

Your team only learns about the sale when you decide it's time – no premature disruptions

No Public Listings

Unlike brokers, I never list your business publicly – competitors won't know unless you tell them

Common Questions About My Process

Can the timeline be faster or slower?

Absolutely. I've closed deals in as little as 30 days when sellers needed speed, and I've also worked with owners for 6+ months when they preferred a gradual transition. The timeline is entirely based on your needs and comfort level.

What if I'm not ready to sell yet?

Perfect. Some of my best acquisitions started with conversations years before the sale. I'm happy to stay in touch, provide informal advice, and be ready when you are. No pressure, no constant "checking in" – just a resource when you need one.

Do you require seller financing?

No, but many sellers prefer it for tax advantages. I typically pay 70-100% cash at closing. If you want to finance a portion to spread tax liability or maintain income, I'm happy to structure it that way. It's your choice.

What if due diligence uncovers issues?

Every business has issues – I expect to find them. My approach is to work through challenges together, not use them as negotiation weapons. If something is truly deal-breaking, I'll be upfront about it immediately.

How do you value businesses differently than others?

I see value where others don't. My tech background lets me identify automation opportunities, my military experience helps me spot operational improvements, and my enterprise IT knowledge reveals scalability potential. I often pay more because I can create more value post-acquisition.

Will you keep my employees?

That's my goal. Your team knows your business better than anyone – they're assets, not liabilities. I typically enhance their capabilities with training and better tools rather than replacing them. The military taught me that good people are the foundation of any successful operation.

"In the Navy, we had a saying: 'Ship, Shipmate, Self.' Your business is the ship, your employees are the shipmates, and together we navigate the transition. I don't just buy businesses – I become their next captain, committed to the crew and the mission."

— Robert Carnie

Ready to Start the Conversation?

Schedule a confidential, no-obligation call. Choose a time that works for you, and let's explore if I'm the right buyer for your business.

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Prefer to reach out directly?
📧 [email protected]
📞 (737) 252-7097

All inquiries are handled with complete confidentiality. I'll sign an NDA before discussing any sensitive information.

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