Our Approach

Simple and understandable process: We know you are busy running your business and will ensure our process doesn’t disrupt your day-to-day. We are not finance or legal people; we will never speak finance or legal to you. We will communicate everything in a clear and understandable language so that you can make the best decisions for yourself.

Flexible ownership structure: We provide flexible exit opportunities to our owners. You can sell most of your equity and roll over some to stay involved with the business while getting exposure to future growth, or you can sell 100% of the equity to take all the chips off the table to focus on what’s next. We are here to support your financial goals.

Founder/Owner Priorities: You could be selling your company for many reasons, whether taking more personal time to focus on your family or handing over the back office to focus on the part of the business you love the most. We are here to understand those priorities and help you achieve them by letting you pick the role you want after the sale.

Carry on the legacy: We know how important your brand, employees, customers, and community are to you, and we strive to carry on your legacy by doing the right thing by all of them. We promise to be transparent and upfront about our plans with you and all our partners.

Invest in the business: We want to acquire your business because we think it has a bright future, and we are not here to reinvent the wheel. We would love to keep all the thriving parts of the business as they are and invest in the other areas to catalyze growth.

Our Criteria

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    Industries

    - Large market with many small- and medium-sized competitors

    - Favorable economic and regulatory conditions and future growth opportunities

    - Advantages for companies that achieve scale

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    Business Models

    - Recurring revenue or repeat customer base while no single customer represents more than 30% of the revenue

    - Faster than the industry average growth for the last 5 years without acquiring competitors or other businesses

    - Solid performance during recessions (2008 Global Financial Crisis or COVID-19) or other economic downturn periods

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    Financials

    - $500K - 10M EBITDA with 10%+ EBITDA margin in the last 3 years

    - Consistent financial performance over the last 5 years without significant fluctuations

Our Process

We know you are busy, and we thoughtfully created our 5-step simple process with that in mind. The entire process, from beginning to end, will take about 16 weeks, and during this time, we will be mindful of your day-to-day responsibilities and priorities.

  • The goal of this call is to get to know each other. We would love to hear about how you built your business, why you are interested in selling it, what your current personal and professional priorities are, and how you envision the future of your business.

  • We will start this phase by signing a non-disclosure agreement to protect your company’s information. Then, we will ask for basic information on your company’s financials and operations. We use this information and our research to decide if there is a fit to move forward. If we are interested in moving forward, we will present you with a verbal offer and simple deal terms.

  • If our preliminary offer and terms make sense, we will provide you with a Letter of Intent, a more detailed and official version of our verbal offer, including purchase prices and other terms. This letter is not binding, and neither party has to proceed with the sale/purchase. However, it promises that you will exclusively engage with us about the sale of your business for the next 90 days and reassures us to invest more resources to review your business in more detail.

  • Once the LOI is signed and we are in the exclusive period, we will start doing a more detailed evaluation of your company, including operations, financials, accounting, and legal aspects. If you agree, we would love to get to know key employees, customers, and suppliers to understand further what makes your company unique. During this stage, we will also agree on the specific deal terms, purchasing agreement, and transition plan.

  • After closure, we will execute your previously agreed-upon transition plan. We will work closely with you to learn your business while respecting your other goals and priorities. We can’t wait to continue your legacy and take your company to its next chapter while taking care of its employees, customers, suppliers, and community.