Our Process

A Clear Path From Decision to Close.

Every legal technology and legal services transaction we run follows the same five-step process
— refined across 20+ closed deals. You know exactly what happens at every stage, who
handles what, and what to expect.

6–9 months, start to close

Success-fee model

Confidential from day one

How Arbor Ridge Partners Runs a Sell-Side M&A Process

Every legal technology and legal services transaction we run follows the same five-step process
— refined across 20+ closed deals. You know exactly what happens at every stage, who
handles what, and what to expect.

Confidential from day one

All outreach under NDA. Your employees, customers, and competitors will not know.

50–75 founder hours, not 200–300

We handle the work that would otherwise consume your time.

You make every decision

We run the process and provide counsel. You approve every offer and term.

Engagement Timeline

Total: 6–9 months

STEP 01

Strategy & Positioning

Weeks 1–3

STEP 02

Confidential Outreach

Weeks 4–9

STEP 03

Negotiate Terms

Weeks 10–13

STEP 04

Due Diligence

Weeks 14–25

STEP 05

Close

Weeks 26–29

The Five Steps, In Detail

What we do, what you do, and what you walk away with at each stage.

Strategy & Positioning

Weeks 1–3

Arbor Ridge Partners handles

Your role

Deliverable

Confidential Outreach

Weeks 4–9

Arbor Ridge Partners handles

Your role

Deliverable

What we do, what you do, and what you walk away with at each stage.

IOI & LOI Negotiation

Weeks 10–13

Arbor Ridge Partners handles

Your role

“We do the negotiation. You make the decision.”

Deliverable

Due Diligence

Weeks 14–25

Arbor Ridge Partners handles

Your role

This is where most unsupported deals fall apart. Buyer leverage increases, management bandwidth gets stretched, and issues discovered late become renegotiation tools. Having an advisor with operator-level knowledge changes the outcome.

Deliverable

Close

Weeks 26–29

Arbor Ridge Partners handles

Your role

Deliverable

Our Work, Not Yours.

200–300

with a generalist advisor

vs

50–75

hours with Arbor Ridge Partners

The difference is who manages the process.

Arbor Ridge Partners handles:

You stay focused on:

What Founders Say About the Process

Arbor Ridge Partners did an outstanding job demonstrating our value to potential buyers, helping us achieve a better result with less stress. They were methodical, strategic and professional. I highly recommend Arbor Ridge Partners to any prospective seller in the Legal Technology & Legal Services industry.

Andy Reisman

CEO, Elijah · Sold to Repario

Expert guidance at every phase of the M&A process. A true industry insider that knows how to get deals done.

Paul McVoy

CEO, Meta-e · Sold to Repario

Common Questions About the Process

How long does the process take?

Most legal technology and legal services M&A transactions run 6–9 months from kickoff to close. The timeline depends
on deal complexity, buyer diligence findings, and negotiation dynamics. We give you a realistic projection at the start —
not a number we revise six months in.

How confidential is the process?

Completely confidential from day one. All outreach goes out under NDA with anonymized teasers that do not identify
your company. Your employees, customers, and competitors will not know a process is underway unless you choose to
tell them.

How disruptive will this be to running my business?

Less than you expect. A typical M&A process consumes 200–300 founder hours without a dedicated advisor. With Arbor
Ridge, expect closer to 50–75. We handle the process work so you can keep running the business.

Do I control which buyer we move forward with?

Completely. You make every final decision — which buyers to meet, which LOI to accept, and which offer to close. We
run the process and provide counsel. You make the calls.

What if the process does not result in a closed deal?

Our success-fee model means we are only paid when a transaction closes. If a deal does not close, you pay the
engagement fee but no success fee. We set expectations honestly at the start — including a realistic view of likely
outcomes before you engage.

Ready to Understand Your Options?

The first step does not require a commitment. The Exit Readiness Assessment is a 15-
minute diagnostic that tells you where your company stands, your likely valuation range,
and what to expect from a process. No pitch. No obligation.

“Expert guidance at every phase of the M&A process.” — Paul McVoy, CEO, Meta-e