Meeting the Seller's Needs
Confidentiality
Few Business Changes
Swift Purchase Process

Because all of our principals have been business owners themselves, we have an appreciation for the personal goals of a business owner and can structure a transaction to meet those goals. This can be especially helpful in the case of retirement or estate planning. Usually the entire selling price is paid in cash at closing, but the experience of our principals in estate planning allow us to figure out creative ways to keep more money in the hands of the business seller and his or her heirs, with less going to Uncle Sam.

Discussions with a business owner are completely confidential. Early in the process we will sign a Non-Disclosure Agreement that prohibits us from discussing any aspect of the business in question, or sharing any of its data, with anyone outside of our firm. Only after both we and the seller have agreed that the likelihood of a deal closing merits it will we then obtain the seller’s permission to share that information with a small circle of accountants, lawyers, and bankers who will help us complete the deal. Employees of the company will not be made aware of a sale until both sides of the potential transaction agree the time is right.

Each purchase is made quickly to protect customer goodwill and employee morale. The business owner will deal directly with our principals who are the ultimate decision makers. With significant financial resources and no cumbersome investment committees, we complete transactions quickly.

Each purchase is made quickly to protect customer goodwill and employee morale. The business owner will deal directly with our principals who are the ultimate decision makers. With significant financial resources and no cumbersome investment committees, we complete transactions quickly.

Unlike a PE Firm, we do not enter into the purchase of a business with the intent to flip it in a couple of years. We’ve held companies for a decade or more and prefer to take the steady income those companies provide rather than sell them and go look for new risks.

Long Term Ownership

Our Approach