For business owners
We do the research.
You choose the buyer.
We work on behalf of active buyers: private equity firms, family offices, and independent sponsors. Many conversations start because a specific buyer asked us to reach out. Others start with you.
Either way, a founder takes the first call, and we study your business before it.
Start here
Which of these sounds like you?
Choose the one closest to your plans today. Every path begins the same way, in confidence.
Thinking about retiring
Start planning a transition on your own timeline, with your people and your legacy in mind.
Want a growth partner
Explore bringing in capital and experience while you stay involved in the business.
Curious what it’s worth
A confidential conversation about how buyers look at a business like yours.
Ready to sell now
Tell us where things stand, and we’ll talk through what a sale could look like.
Before a sale
Strengthen the business first.
If you want sharper finances or better systems before you talk to buyers, or simply to run the business well, we can help with both.
AI implementation
Practical AI for your operations, reporting, and back office.
CFO services
Financial leadership and reporting, led by CPAs on our team.
These are separate engagements. Working with us never obligates you to sell, and we never introduce your business to a buyer without your consent.
That leaves you free to judge each buyer on one thing: whether they’re right for your business and your people. Fractional CFO and AI implementation are separate engagements.
How a sale comes together.
Research decides which buyers you meet, and we stay with you from the first call through LOI, diligence, and close.
Questions owners ask first.
Plain answers before you start a conversation.
Other questions
Ask us directly
How long does a sale usually take?
Most sale processes take four to six months from the first conversation to close. Buyer fit and deal complexity set the pace.
Who gets to see my business information?
Only buyers we’ve researched, and only under NDA. We never market your business publicly or list it on open marketplaces.
Do I need to pay any upfront fees?
No. A sale introduction costs you nothing, upfront or later. Fractional CFO and AI implementation are separate engagements.
Do you work with businesses like mine?
We work with established, profitable founder- and family-owned businesses across six broad sectors: home and commercial services, industrial and field services, specialty manufacturing, business and professional services, distribution and logistics, and construction and building services. If yours sits outside them, ask us anyway.
How do you find the right buyer?
We map the private equity firms, family offices, independent sponsors, and strategic acquirers most likely to fit your business, research each one against your goals, and introduce only the ones that match.
Ready to talk?
Tell us about your business and your plans for it, in as much detail as you’re comfortable sharing.