Every engagement at AMDG Advisors follows a proven
and structured process
designed to protect confidentiality, maintain leverage, and maximize value. From our first
conversation through closing, you’ll always know what’s happening, what’s coming next, and how
each step supports your goals
Our Transparent Process
1. Discovery & Goal Setting→
2. Preparation & Positioning→
3. Targeted Buyer Outreach→
4. Negotiating Offers (LOIs)→
5. Due Diligence to Closing→
We begin by understanding your goals, timeline, and definition of success. Together, we
identify key value drivers and constraints, financial and personal.
What Makes Our
Process Different
While every transaction is unique, our process is designed around a few core principles that protect
business owners and drive better outcomes.
Founder-led alignment from day one We define success upfront financially and personally so the
process stays aligned with your priorities.
Preparation before exposure We address diligence risks and positioning issues early, before
buyers identify them.
Founder-led alignment from day one We define success upfront financially and personally so the
process stays aligned with your priorities.
Preparation before exposure We address diligence risks and positioning issues early, before
buyers identify them.
End-to-end senior involvement
You work directly with experienced advisors from start to close no handoffs, no
surprises.
