The Lang Acquisition Success Path

Our proven 5-phase methodology for buying, scaling, and exiting agencies with confidence
Phase 1
Find
Phase 2
Evaluate
Phase 3
Structure
Phase 4
Close
Phase 5
Integrate
Phase 1
Find
Identify and source high-quality acquisition targets that align with your strategic goals.
Key Actions:
Define your ideal target profile
Build a proprietary deal pipeline
Network strategically in niche verticals
Use outbound outreach effectively
Who This Phase Matters For
Buyers who want to build a consistent deal flow without relying on brokers
Phase 2
Evaluate
Conduct thorough due diligence to assess financial health, operational quality, and strategic fit.
Key Actions:
Analyze financials and margins
Review client concentration and retention
Assess team structure and dependencies
Identify red flags and deal-breakers
Who This Phase Matters For
Buyers and sellers who need to understand what drives real value
Phase 3
Structure
Design creative deal structures that work for both buyer and seller while managing risk.
Key Actions:
Determine valuation and offer range
Design earnout and holdback terms
Explore seller financing options
Structure equity vs. cash components
Who This Phase Matters For
Operators looking to acquire with minimal upfront capital or sellers seeking tax-efficient exits
Phase 4
Close
Navigate the closing process from LOI through final signatures with confidence and clarity.
Key Actions:
Draft and negotiate LOI terms
Complete formal due diligence
Finalize purchase agreement
Execute closing documents and transfer
Who This Phase Matters For
Anyone navigating their first acquisition or sale and wanting to avoid costly mistakes
Phase 5
Integrate
Successfully merge operations, teams, and clients to realize the full value of the acquisition.
Key Actions:
Execute first 90-day integration plan
Consolidate systems and tech stack
Align teams and culture
Retain key clients and staff
Who This Phase Matters For
Buyers who want to scale without chaos and sellers staying on through a transition period

Tools & Resources to Support Your Journey

Find
Deal Sourcing Template
Target profile worksheet and outreach tracker
Download
Evaluate
Due Diligence Checklist
47 questions to ask before you buy
Download
Structure
Deal Structure Calculator
Model cash, debt, and earnout scenarios
Download
Close
LOI Template
Letter of intent framework
Download
Integrate
Integration Playbook
90-day post-acquisition roadmap
Download
All Phases
M&A Glossary
Key terms and definitions
Download

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See how we can help you execute each phase with confidence