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EXIT STRATEGY & BUSINESS TRANSITION FOR FOUNDERS & FAMILY OWNED BUSINESSES
You've built something extraordinary. Now let's secure the future you've worked so hard to create. Whether you're ready to exit, seeking growth capital, or just exploring your options, we're here to guide you forward.
Whether you're looking to grow, transition, or exit
We understand that every founder's journey is unique. That's why we offer personalized guidance for whatever path you choose.
Grow Your Company
Access growth capital and strategic partnerships to scale your business while maintaining control and vision.
Take Chips Off the Table
Liquidity for you while keeping the business growing. Find the right balance of personal wealth and continued ownership.
Complete Exit Strategy
Full liquidity event with the right buyer who will honor your legacy and continue your company's success story.
We'll help you get there with
Targeted Connections
We start by understanding your unique goals and timeline, then connect you with the right private equity firms and strategic buyers who are actively seeking opportunities in your industry.
High-Touch Guidance
We're your trusted advisor throughout the entire process, from initial planning to closing. Our focus is on facilitating a transaction that achieves your personal and business goals.
Proven Experience
Our team brings deep M&A expertise and a track record of successful transactions. Every opportunity we present has been thoroughly vetted and positioned for maximum value.
How we get deals done
A streamlined four-step process designed to maximize value while minimizing disruption to your business.
Strategic Research & Planning
We start by understanding your goals, timeline, and what matters most to you. Then we conduct comprehensive market analysis to identify the right strategic and financial buyers for your business.
Outreach & Qualification
We reach out to potential buyers who are serious, vetted, and financially qualified. We take time to understand your concerns and gather key information to ensure a potential fit before any introduction.
Personalized Introductions
When there's mutual interest, we facilitate warm introductions and oversee the confidentiality process. We guide the exchange of information to enable accurate valuation and informed decision-making.
Support Through Closing
Our involvement continues throughout the entire process. We support due diligence efforts, facilitate communication between parties, and work diligently to keep the transaction on track for successful closing.
Frequently asked questions
Answers to common questions from founders and business owners.
I'm not ready to sell yet. Can you still help me? ▾
Absolutely! Many of our clients aren't quite ready to sell when we first connect. We'll work with you to develop a tailored exit strategy that aligns with your timeline and goals, whether that's 2 years or 10. Our job is to ensure you're positioned for success when the time is right.
Do you require any upfront fees or retainers? ▾
No, we do not require any upfront fees or retainers from our clients. Our fees are entirely success-based, meaning we only get paid if we are able to complete a successful transaction.
How do you identify and vet potential buyers? ▾
Our extensive industry connections and deal-making expertise allow us to quickly identify the right strategic and financial buyers for your business. We don't take a scattershot approach—we surgically target the acquirers who are the best fit, based on your specific goals and the unique attributes of your company.
How disruptive will the sales process be to my business? ▾
We pride ourselves on managing the M&A process efficiently and with minimal disruption. Our team will handle all the heavy lifting, from initial outreach to final closing. We'll work closely with you and your staff to ensure business continuity throughout the transaction, so you can stay focused on running your company.
Will I lose control if I partner with a private equity firm? ▾
Our approach is to find the right strategic fit—a buyer that shares your vision and values and will empower you to continue leading the business if you so choose. We'll work closely with you to structure a deal that gives you the right balance of liquidity and ongoing involvement.
Ready to explore your options?
Let's discuss your goals and how we can help you achieve them. NDAs available on request.