FOR FOUNDERS
You built it. Now choose what's next: cash out, scale up, or both.
Most buyers offer one deal: sell everything and walk away. We give you a choice. Retire with a clean exit, or take money off the table now, keep a stake and grow faster with a partner behind you. Then share in a bigger exit later. Either way, we respect what you built: the people who stuck with you and the customers who trust your name.
WHAT YOU KEEP
What stays the same
Your people
Your team is the business. We don't buy companies to cut staff or merge them away.
Your name
Your company keeps its name, its brand and its reputation in the market.
Your customers
The relationships you built stay with the people who built them.
Your role, on your terms
Step back right away, stay on through a planned transition, or stay in the driver's seat as a shareholder and keep building. It's your call.
WHAT YOU GAIN
What we bring
Capital to grow
New locations, equipment, hiring and add-on acquisitions.
Financial and operating support
Reporting, banking relationships and back-office systems, so your managers can focus on the work.
A clear succession plan
We help develop the next generation of leaders inside your company.
A second exit
Grow the company together, sell together, and your retained stake shares in the larger value.
How the process works
1
Introductory call
A confidential conversation about you, your business and what you want. No documents needed.
2
Initial review
You share basic financials under an NDA. We come back with our view and whether there's a fit.
3
Letter of intent
If there's a fit, we put our proposed price and terms in writing.
4
Due diligence
We confirm the financials and operations. We keep this organized and respectful of your team's time.
5
Closing and transition
We close, then work alongside you on a transition plan built around your goals.
Common questions
Is this confidential?
Yes. We sign an NDA before we see any financials, and we never contact your employees, customers or suppliers without your permission.
How are you different from private equity?
Many funds follow a fixed playbook and timetable set by their investors. We invest family capital, so the plan is built around your goals. That can mean a full sale today, or a partnership to grow and exit again when the timing is right.
Do I have to sell 100%?
No. Many owners sell a majority stake, keep a meaningful share, and earn a second payday when the company is sold again at a larger size.
What if I'm not ready yet?
That's the best time to talk. Planning 2–3 years ahead gives you more options and usually a better outcome.
Do I need a broker or banker?
Not necessarily. We're happy to work directly with you and your CPA or attorney, or with your advisor if you have one.