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Our Process

A Hassel Free Engagement

At Hardtail Capital, we look to ensure a seamless process to determine if we're the right time to continue your legacy. It goes as follows:

  1. Initial contact to gauge fit, ensuring owner expectations can be met, and company criteria is in-line with Hardtail's focus. 

  2. Build relationship over in-person meetings, share information and ensure the owner and Hardtail share similar values. 

  3. Hardtail will submit an LOI and we'll look to agree on general terms & price. 

  4. We'll complete diligence ensuring accurate information and finalize plans for how the transition would occur.

  5. Once done, we'll look to complete the agreement and transaction. We'll introduce Hardtail Capital to the company, and begin our agreed upon transition. 

Client 3

Continuing your legacy

Our Process: Portfolio
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