How we help you buy a U.S. business, step by step
Six stages, each with a deliverable and a decision point. You can stop after any stage, and you always know who is doing what: TealBridge on the business side, independent attorneys, CPAs and escrow agents on the licensed work.
The six stages
- 01
Qualification call
Week 1
- Budget available for the purchase and for working capital
- Source of funds and how it can be documented
- Nationality and E-2 treaty status, family plans
- Industry experience and how involved you want to be
You get: A clear go or no-go and written search criteria. If an acquisition does not fit, we say so and suggest the route that does.
- 02
Search and screening
4 - 12 weeks
- Listed businesses from brokers and marketplaces
- Off-market opportunities from our network and direct outreach
- First-pass screen: price vs earnings, owner dependence, lease, staff, licenses
- NDA and first data request on the strongest candidates
You get: A shortlist with first-pass numbers and the questions to ask each seller.
- 03
Valuation and LOI
1 - 3 weeks
- Valuation by earnings multiple, asset and income approaches
- Price and structure negotiation support
- LOI terms agreed with your deal attorney: price, structure, exclusivity, diligence period, escrow and visa contingency, transition period
You get: A signed, mostly non-binding LOI with exclusivity for the diligence period.
- 04
Due diligence
30 - 60 days
- P&L rebuilt from three years of bank statements and compared with tax returns
- Revenue concentration, customer and vendor contracts, staff and payroll
- Working capital, liabilities, equipment and lease
- Legal review of standing, contracts and employment through qualified counsel
You get: Investment memorandum: verified earnings, risks, valuation opinion and a recommendation to proceed, renegotiate or walk away.
- 05
Closing
2 - 6 weeks
- Purchase agreement drafted and negotiated by your attorney
- Escrow instructions and funds flow
- Licenses, permits, lease assignment, vendor accounts
- Employee transition and a training period with the seller
You get: The business owned by your U.S. company, with a 30 to 90 day handover plan.
- 06
Visa documentation
Before filing
- Ownership and corporate records
- Investment trail from your account to the seller
- Source-of-funds narrative
- E-2 business plan built on the diligence findings
You get: A package your immigration attorney can use for the E-2 application.
Who does what
- TealBridge
- Search criteria, sourcing and screening, valuation, negotiation support, financial and business due diligence, investment memorandum, closing coordination, E-2 business plan
- Your deal attorney
- Legal due diligence, LOI and purchase agreement, escrow terms, entity documents
- Your immigration attorney
- Visa strategy, the E-2 application and the filing
- CPA
- Tax structure, purchase price allocation, bookkeeping set-up, quality of earnings on larger deals
- Escrow agent
- Holds the purchase funds and releases them under the agreed conditions
- Seller and broker
- Provide information and access; the broker usually represents the seller
How long it takes
- Qualification
- 1 week
- Search and screening
- 4 to 12 weeks, the most variable stage
- Valuation and LOI
- 1 to 3 weeks
- Due diligence
- 30 to 60 days
- Closing
- 2 to 6 weeks after diligence
- E-2 application
- Depends on the consulate or USCIS route
Typical ranges, not commitments. A buyer who already has a target under LOI starts at stage four.