Broadleaf Partner Process

What happens:

We begin by getting to know you, who you are, what you care about, and whether there's a good values and cultural fit. This is an informal, exploratory conversation with no pressure or obligation. We're introduced through trusted members of our community, and we take time to understand you, your business, your goals, and what matters most to you.

Key activities:

• Initial introduction through a trusted Broadleaf community member
• Informal coffee chats or phone conversations
• Exploring values alignment and cultural fit
• Understanding your business vision and goals
• Explaining the Broadleaf model and covering questions you may have
• Assessing whether there's mutual interest to explore further

What happens:

We exchange relevant business information, vision, and future goals. Together we get a clearer picture of where the opportunity lies. You'll share confidential information about your business, and we'll analyse this information to understand your business model, financial performance, team structure, and future plans. You'll have plenty of questions about Broadleaf and we'll openly share. This is a mutual discovery process.

Key activities:

• Signing of Confidentiality Agreement (CA)
• Sharing information using Request for Information (RFI) template
• Exchange of financial, operational and team structure information
• Discussing future goals, vision and aspirations
• Initial questions and clarifications

Action Required:

Click to complete these forms:

What happens:

We sit together (virtually or in person) to talk through potential deal structures and make sure the vision for the future is truly shared. This is where we collaboratively design what the partnership could look like. Including ownership structures, valuation approach, and future plans. It's a creative, collaborative process where we shape the opportunity together.

Key activities:

• Structured workshop session(s) to explore partnership options
• Discussion of valuation methodology and business assessment
• Exploring ownership structure options (typically 20-49% Broadleaf minority investment)
• Discussing decision rights (you make the decisions), and ongoing Broadleaf support
• Financial modelling and scenario planning
• Alignment on vision, values, and your aspirations

What happens:

We put our understanding into a Letter of Intent (LOI). It's not binding, but it's a strong handshake that says 'Yes, we want to move forward.' The LOI captures the key commercial terms we've agreed on, including valuation, structure, ownership percentages, earn-out provisions and timeline. This gives mutual clarity and confidence to invest in the due diligence and legal process.

Key activities:

• Broadleaf prepares draft Letter of Intent (LOI)
• Review and discussion of LOI terms
• Negotiation of any outstanding commercial points
• Finalisation of key terms and conditions
• Both parties sign LOI showing commitment to proceed
• Planning for due diligence and legal process

What happens:

Due diligence starts. It's a shared and transparent process (not modern day torture). We confirm that everything we've talked about is solid. This isn't about finding problems, it's about building confidence and confirming our understanding. We work through financial, legal, operational, and cultural validation together, addressing any questions or concerns that arise.

Key activities:

• Comprehensive due diligence process (financial, legal, operational)
• Broadleaf provides DD template and supports the process
• Review of detailed financial records, operational and compliance data
• Meetings with leadership team and structured qualitative discussion
• Compliance history review
• Cultural assessment through surveys and discussions

Complete our due diligence process:

We've created comprehensive online forms to make the due diligence process as smooth as possible:

• Part 1: Foundation Assessment - Corporate risk, financial verification, compliance
• Part 2: Operations Review - Business operations, client relationships, commercial agreements
• Part 3: Assurance Phase - Regulatory compliance, insurance portfolio, final documentation

What happens:

Agreements are signed, funding is approved, and everything gets ready for launch. This includes all final documentation, share / unit sale agreements, and any other required paperwork. We also arrange financing (if needed), complete settlement preparations, and plan the communications approach for announcing the partnership.

Key activities:

• Legal agreements drafted by lawyers
• Review and negotiation of legal documentation
• Share / unit sale agreement completed and signed
• Bank financing arrangements (if applicable) finalised
• Settlement preparation
• Communications planning (staff, clients, stakeholders)

What happens:

You officially become part of the Broadleaf community. We work together to communicate the partnership and start building the next chapter. Settlement occurs, funds transfer, ownership changes, and the partnership begins. We commence the ongoing relationship of support, collaboration, and shared growth.

Key activities:

• Settlement day — completion of all financial transactions
• Ownership transfer formalised
• Communications executed (staff, clients, stakeholders)
• Welcome to Broadleaf community
• Book in celebration lunch / dinner with the team
• Play back of Organisational Review information
• Onboarding to Broadleaf serve function