A simple, confidential, and respectful path for business owners considering their next chapter.
We start with a short, private call. You tell the story of the business, what you want next, and what matters most to you. If it's not the right time, that's okay — we can stay in touch.
If there's alignment, we dig in a bit deeper - the people, the operations, and the culture that made the company successful. This is also where you can evaluate us as a long-term owner.
If it continues to make sense, we share a simple, transparent proposal. Our goal is clarity and a structure that fits your timeline and priorities.
Together we confirm the key details, then design a transition plan that protects customers and employees. Great transitions don't happen overnight - we plan for continuity and a thoughtful handoff.
Many owners want to stay involved for a period of time - others want a clean transition. Either way, the goal is the same: you move forward with confidence knowing the business is in good hands.
No. Many conversations start 6-24 months before any transaction. If timing isn't right, we can stay in touch.
Yes. We keep conversations private and do not contact employees, customers, or vendors without your permission.
That's common. We can structure a transition that keeps you involved in a way that fits your preferences.
It depends on your goals and complexity, but we aim to move at a thoughtful pace with clear steps and expectations.