Does this sound like you?
You’re an owner at an interesting crossroads.
Want to unlock liquidity
The question, “What might fair value for a business like mine look like?” may have popped up at some point in time.
Thoughts of what’s next
You’ve given some thought about retiring, starting something new, or taking a step back from the day-to-day operations of your business.
Unsure who to trust
You feel some hesitation in selling your business because you want to make sure your team is in good hands, but knowing who to trust can be tough.
You have final say so
You own all or most of your business and have the biggest say in decisions, including who you select to run your business next.
Sound like you or someone you know? Let’s talk.
What are we looking for?
With the Owner(s)
Majority owner(s) seeking a trustworthy successor.

Majority owner(s) ready to step away from the “day-to-day”.

Majority owner(s) open to explore majority sale options.

With the Business & Industry
Industry Considerations
Expanding and Vital
- Room for growth, expanding year over year
- Mission critical product/service for customers
- Low seasonality or cyclicality
Company Considerations
Stable and Proven
- Strong historic operational performance
- Competitive advantage for product(s) or service(s)
- Diverse customer base
Financial Considerations
Profitable & Growing
- Profitable with at least $1m in EBITDA
- Recurring/contractual revenue, growing year over year
- Low capital requirements
Have a company or owner in mind? Let’s chat.
What is our process?
Introductions
Scratch the Surface
Initial Offer
Dive Deeper
Seal the Deal

