Ownership Transition Financing Process

 

Our team will guide you and your team through the entire process, beginning with due diligence all the way through financing and implementing the ownership transition plan.

 
 
 

Pre-Ownership Transition Activities: Due Diligence

Phase 0: Document Collection

Phase 1: Financial/operational modeling

Phase 2: Verify modeling & transition plan

Phase 3: Finalize & Implement

 
INTAKE MEETING (2 x 6 in) (40 x 120 px) (Infographic) (400 x 1000 px) (100 x 250 px) (500 x 1500 px) (500 x 200 px) (350 x 57 px) (1400 x 228 px) (2).png
 
INTAKE MEETING (2 x 6 in) (40 x 120 px) (Infographic) (400 x 1000 px) (100 x 250 px) (500 x 1500 px) (500 x 200 px) (350 x 57 px) (1400 x 228 px) (1400 x 700 px).png
 

Post-Ownership Transition Activities: Owner Repayment

  • Business owners are typically re-paid 50% of the sale price, and repaid the remainder through quarterly profits.

  • Detroit Community Wealth Fund works with worker-owners on an ongoing basis to implement the