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We pride ourselves on making the partnership process as easy and seamless as possible. We understand that effective partnerships can be complex, which is why we take a hands-on approach and offer support every step of the way.

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Our Process

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1

Get To Know Us

SoFlow is focused on building long-term relationships to build an industry-leading company for UIM business owners. The relationship we have is pivotal to ensuring any partnership can heppen. That means that we start by getting to know each other, ensuring aligned values, visions, and expectations.

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Fit Evaluation

Assuming we both see a potential fit, the next step involves the evaluation of a potential partner’s business. This includes analyzing basic financial data, understanding the strengths of the current team, and identifying areas where SoFlow could help accelerate performance and opportunities for your team.

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Letter of Intent & Due Diligence

Once both of us agree there is a potential fit, we will execute a Letter of Intent (LOI), agreeing on the high-level terms of an investment and go-forward partnership. SoFlow then conducts in-depth due diligence on all financial, operational, legal, and other aspects of the business to ensure we have a shared understanding of current and projected performance.

Integration Planning & Closing

With due diligence complete, SoFlow will work with you to finalize the go-forward plan for our partnership. This includes everything from the deal structure to the purchase price, to jointly developing an integration structure and go-forward operating plans. There is never a one-size-fits-all approach. 

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5

Let's Go!

Once the deal has closed, it's all hands on deck growing the business. We don't touch your brand and actively support on people and training, investment in tools and technology and growth in your region and nationwide. 

Interested in learning more about SoFlow? â€‹
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