Skip to content

V2E Light Logo 2025-1

Our Process

Valuation, Due Diligence, Integration, and Exit Strategy

Get Started Today
12
Acquisitions in the Last Year
500
Employees
2000+
Clients
20+
Unique Industries Served

Step 1: Valuation

At Sourcepass, our Valuation process is designed to be direct and data-driven. We take pride in our rapid valuation turnaround time and specialize in structuring deals that lead to mutually beneficial outcomes for all parties involved.

1. Initial Consultation

We give you the option to kickoff the Valuation Process with an introductory discussion. We will share information on Sourcepass and look to gain insights into your company.

Velocity2Exit Process: Initial Consultation
Velocity2Exit Process 2

2. Data Collection & Rapid Turnaround

Our team moves with velocity. Once you submit the necessary financial and operational data packet, we will turn around a valuation within 24 hours.

3. Data-Driven Calculation

We apply several proven valuation methods, including cash flow analysis, strike multiples, and EBITDA assessment to arrive at a clear and straightforward valuation figure that reflects the true value of your MSP.

Velocity2Exit Process 3

Step 2: Due Diligence

We value transparency, efficiency, and a collaborative approach to facilitate a seamless Due Diligence process. As we embark on this journey, count on us to lead you through this crucial phase. Together, we'll set the stage for a successful closing, laying the groundwork for a prosperous future partnership.

Dedicated M&A Team

We have a specialized team solely dedicated to handling this important process. As we work together through Due Diligence, we also begin to build a strong and trusting relationship, ensuring a solid foundation for future collaboration.

Swift & Efficient

Time is of the essence, and we understand that. Our streamlined approach enables us to complete the Due Diligence process within 6-8 weeks, allowing us to review all the necessary information to ensure a successful integration.

Thorough & Secure

Trust is vital in Due Diligence, and we take every measure to ensure a comprehensive and secure process. Our team follows a clear Due Diligence checklist and employs a secure data room to store all relevant information.

Financial Expertise

To ensure accurate financial insights, we enlist an external third party to conduct a light Quality of Earnings analysis, providing a reliable financial perspective.

Win-Win Deal Structure

When structuring a deal, we take your goals into account. Our approach is designed to ensure a mutually beneficial transaction. Both parties come out as winners.

Step 3: Integration

Executing a successful integration requires a delicate balance of strategy, collaboration, empathy, and thoroughness.

Velocity2Exit ChartAsset Mockups

Step 4: Exit Strategy

Your exit strategy isn't just a transaction; it's a thoughtful partnership that enables you to script your legacy and contribute to shaping a brighter future for you, your clients, and your team.

The transition from ownership is a pivotal moment, and we understand that it varies for every individual. At Sourcepass, we take a unique approach that places your goals at the forefront when shaping our deals and setting forth future plans. Regardless of the path you choose, we ensure the owners we work with feel a sense of comfort and motivation as they start their next chapter.

exit-card-img2