Legacy-Driven: You want the business to continue thriving with someone who values your team, customers, and what you’ve built.
Transition: You’re starting to consider stepping back and want a flexible, respectful path forward.
Stewardship: You’re looking for someone who will roll up their sleeves and lead with care. Not just a buyer, but a steward.
Growing Industry with low cyclicality
Recurring revenue base
Resilient nature: Product or service is essential to customers, with low churn.
Profitable: Proven rack record of profitability over multiple years.
Majority acquisition
Succession oriented: Owner looking to retire or reduce day-to-day involvement; yet we are open to owner retaining equity in the business.
We get to know each other, hear about your story and business objectives.
Learn more about your business and future plans. If there is a fit, we sign an NDA and get basic financial information to discuss preliminary valuation and potential structure.
Initial understanding between both parties reflecting key terms, like: price, payment structure, and timeline.
If LOI is signed, we dive together into the business along with our advisors to complete a succession plan and finalize a deal.
