Navigating Your Business's Crossroads: Scale or Sell?
We will help you along the journey, whichever path is right for you.
Wealth.
Let's collaborate and maximize your business's potential—it's not just a venture, but a pathway to a comfortable retirement.
Time.
We will ease your burdens allowing you to focus on the parts of the business you are most passionate about and giving you back your time.
Freedom.
Ready for the next chapter? This is what you prepared for and dreamed about. We will tailor a frictionless transition plan.
Get an assessment of the risk and
value of your business. No obligations.
We partner with owners of service and manufacturing businesses, to help them grow and/or sell their business faster and with less hassle while maximizing value.
You have likely reached a pivotal point and are trying to decide what path to take with your business. You may be tired and bogged down with the daily grind and the thought of growing the business seems unattainable. Or maybe you have thought about selling but the process seems overwhelming and you have no idea where to start. That’s where we come in.
If your business earns $1-10 million in revenue, let’s talk.
Multi-lens approach focused on YOU!
With experience gained across multiple disciplines in the business and investing world, my partners and myself bring different skills and perspectives to offer unique solutions to your challenges. We streamline the process of building and transitioning your business and deliver easy to implement solutions, while easing your burdens.
Business Valuation
Growth Stragtegies
Business Improvement
Funding Strategies
Preparing For Sale
Smooth Transitions
You poured a lot of sweat into building your business. You deserve to get paid for that effort and reclaim your freedom.
Except most of you won’t…that is, if you don’t plan for it.
Study from Exit Planning Institute showed:
80-90% of owners have their wealth tied up in business
88% “had no written transition plan”
80%”never sought advice about a transition”
Only 25% of owners were comfortable their management team would be successful without the owner
Only 58% had an estate plan
You may not know what your business is worth and have heard different metrics and valuation ranges cited by other owners or brokers. We will help assess your business’s risk and opportunities and determine a valuation in full transparency..
Persistent labor shortages have meant more work for you. We will help ease your burden.
Most businesses won’t sell. Some people would rather liquidate their business than figure out what seems like a complex selling process when they are already feeling burned out.
Many businesses have been built by families. However, the next generation may not be interested in staying in the business. There are ways to maintain your legacy while ensuring a smooth transition.
Even the thought of transitioning can feel overwhelming, but it doesn't have to be. I'm dedicated to easing the process, ensuring a bright future for you and your business. Now, you may be wondering, what is the first step? It starts with a simple conversation.
You poured a lot of sweat into building your business. You deserve to get paid for that effort and reclaim your freedom.
Except most of you won’t…that is, if you don’t plan for it.
Study from Exit Planning Institute showed:
80-90% of owners have their wealth tied up in business
88% “had no written transition plan”
80%”never sought advice about a transition”
Only 25% of owners were comfortable their management team would be successful without the owner
Only 58% had an estate plan
You may not know what your business is worth and have heard different metrics and valuation ranges cited by other owners or brokers. We will help assess your business’s risk and opportunities and determine a valuation in full transparency..
Persistent labor shortages have meant more work for you. We will help ease your burden.
Most businesses won’t sell. Some people would rather liquidate their business than figure out what seems like a complex selling process when they are already feeling burned out.
Many businesses have been built by families. However, the next generation may not be interested in staying in the business. There are ways to maintain your legacy while ensuring a smooth transition.
Even the thought of transitioning can feel overwhelming, but it doesn't have to be. I'm dedicated to easing the process, ensuring a bright future for you and your business. Now, you may be wondering, what is the first step? It starts with a simple conversation.
Our Simple 4 Step Process
Business Health Check
Valuation Analysis
Improve & Grow
Business Sale
Current challenging times have many business owners concerned about the near term as well as the future of their business.
Geopolitical unrest, a slowing economy, tight labor markets, persistent inflation, and unaffordable housing are all front of mind. Not to mention, financial conditions and lending markets are tightening.
We can help navigate the environment. As value-add investors with experience across business cycles we will help you navigate choppy waters.
Do you want to fully exit or take some chips off the table but don’t know how? Let us take the guesswork out of it.
In addition to our experience, partnering with us allows business owners to tap into our global network of investors, entrepreneurs and industry exports to help in the process.
Success isn't just scaled heights, but graceful descent.
Our exit strategy empowers you to embrace the next adventure.
Get an assessment of the risk and value of your business. No obligations.
Partnership founded on trust, respect, and aligned interests.
Simply hiring an advisor isn’t the only thing you need. We are more than that. In partnering with us, you get an easy-to-work-with team of seasoned investors, specializing in growth, acquisitions and transitions. We care about you and what YOU want to achieve. We empower you to maximize the wealth you deserve.
Ready to Take the Next Step?
We're excited to embark on this journey with you. Whether you're preparing to explore new horizons, seeking to forge meaningful partnerships, or navigating the path to a successful exit, our dedicated team is here to guide you every step of the way.
Complete the form below to connect with us and start shaping your path to success. Let's work together to achieve your goals and create a future that's filled with potential and promise.
*Check the box for your Business Assessment
