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Our Approach

Unleashing opportunities for families, founders, and owners with a practical and direct approach.

Sound familiar?

Concerned about management succession?
In need of ownership transition to secure retirement?
Not sure what’s next for your family business?
Is the stress of owning a business getting overwhelming?
Are there other opportunities that you can’t pursue?
Are you unsure about how to proceed?
Worried about what you’ve heard about private equity?

Situation

In need of ownership transition, management succession and/or growth support

Size

Revenue: $5 million - $30 million

Profits: $1 million - $5 million

Type

A wide range of industries across manufacturing, services and distribution

Potential

Poised to build on past successes and open to new ideas.

Does this describe you? Let us help!

Find out the advantages of working with us

Your go to guide for a successful transition 

Selling a small business

Ownership approach

Acquisition process

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