A Personalized Roadmap to Buying a Business
At Mejia & Associates, we provide a complete, step-by-step advisory process for individuals and investors looking to buy a business. Whether your goals include portfolio diversification, business growth, relocation through an investment visa, or long-term financial return, we are with you from initial consultation to successful closing.
Our Process: From Exploration to Ownership
1. Defining Your Objectives
We begin with a discovery session to understand your goals, preferences, and investment criteria. This includes:
Industry selection
Location and business model preferences (Retail vs. B2B)
Desired ROI and sales targets
Operational expectations
Visa eligibility considerations (e.g., E-2)
2. Company Profile & Buyer Qualification
We help you build your buyer profile and prepare key documentation including:
Buyer’s background and experience
Investment range
Financial statement
NDA and confidentiality agreements
3. Search & Pre-Selection
We leverage multiple channels to identify matching businesses:
Broker listings (MLS-BBF)
Off-market opportunities
Targeted campaigns and referrals
We review each opportunity together and request detailed information from sellers when needed.
4. Business Analysis & Evaluation
Each potential acquisition undergoes a thorough review including:
Preliminary financial and pricing analysis
Industry benchmarking
Operational and SWOT analysis
5. Meetings & Site Visits
We coordinate meetings with sellers (in person or via Zoom), and assist in preparing questions, evaluating cultural fit, and reviewing updated financials or documentation.
6. Structuring the Offer
Once a viable target is selected, we guide you in structuring your offer:
Letter of Intent or non-binding purchase offer
Price, terms, contingencies, and financing strategy
7. Due Diligence
We coordinate the legal, operational, and financial due diligence with your advisors or ours. This includes validating:
Financial records and contracts
Legal standing and liabilities
Operational systems and human resources
8. Closing & Transition
We remain actively involved in the final steps:
Final negotiations and closing coordination
Ownership transfer and post-sale transition planning
Business handover, training, and operational continuity
Our Commitment
Throughout the entire process, we serve as your dedicated partner—protecting your interests, facilitating communication, and ensuring a smooth acquisition journey. We pride ourselves on transparency, professionalism, and personalized attention to every detail.