A direct process, handled deliberately
We keep conversations focused, confidential, and grounded. Structure is discussed only after there is a clear understanding of the business and alignment on intent.
There is no rush to fit a situation into a predefined process.
1. Initial conversation
We begin with a brief overview of the business and the owner’s goals. This is a practical discussion to determine whether there is potential alignment.
If it makes sense to continue, we move forward directly. If not, we part ways respectfully.
2. Understanding the business
We take time to understand how the business operates, its financial profile, and the risks that matter most. The goal is clarity, not speed.
This stage informs whether and how an ownership transition could work.
3. Structuring the transition
Once there is alignment on the business, we discuss structure. Minority or majority equity positions are both considered depending on the situation.
Earn outs, seller notes, and phased transitions are evaluated when they support continuity and shared outcomes.
4. Closing and continuity
If we decide to move forward, we work toward a closing that prioritizes stability. Continued owner involvement is preferred when it supports continuity, but it is not required.
The focus is on preserving what works and planning responsibly for what comes next.
Confidentiality throughout
Information shared with us is treated as confidential and used only to evaluate fit and structure. We do not shop opportunities, run processes, or circulate details unnecessarily.
Discretion is a priority at every stage.
Submissions are reviewed directly and treated as confidential.