Our Process | Woody Creek Partners

Step 1: Start a Discussion

Every business is a story, and we’d like to hear yours. Your background, hard work, struggles, and triumphs paint a better picture than spreadsheets, balance books, and bills. Behind every successful operation, there are human beings who care. It makes good sense to start there.

Step 3: Financial Review

In this step, we’ll review your company’s historical performance and financial data before forming a plan to grow your business, free up more of your time, and deliver on your goals. This is also a great opportunity to ask any lingering questions you may have.

Step 5: Purchase Offer & Consultation

Step 2: Follow-Up Discussion

If you valued our talk or heard something you liked, we’ll shift our focus from the past to the future. During this follow-up conversation, we’ll talk about your goals, your ambitions, and how your company might grow to support those aspirations in the days and weeks ahead.

Step 4: Negotiation & Customization

If you’re ready to proceed with Woody Creek Partners, we’ll start by customizing a deal. The primary focus here is what you need to feel valued and successful. No detail is too big or small. We can make arrangements for continued benefits, company vehicles, money up front, and substantial earnouts—all based around your needs and desires.

Step 6: 45 Day Review

To get the deal ready for closing, we will work with you and your team to review your company’s details and financial history in depth to make sure we finalize the paperwork and payment based on the most accurate information available.

Step 7: Close

At this step, there’s nothing left to do but transfer funds and close the deal. You can enjoy the fruits of your hard work and dedication to your business. Your new role has been tailored by you to meet every need and detail. Our mutual futures get brighter and your company grows to support employees and customers fully.