Our Approach

Selling a business you've spent years building is one of the most significant decisions of your life. I don't take that lightly. My commitment to every owner I work with is straightforward: honest communication, a process that respects your time, and a genuine desire to see your business thrive long after the transition.

Here's what that looks like in practice:

You'll always know where things stand. I believe in plain, direct communication. From our first conversation to closing day, I'll be upfront about where we are, what I'm thinking, and what comes next. You'll never be left wondering.

Your legacy is the priority. The employees, customers, and community you've built around your business matter to me. I'm not looking to cut costs and move on. I'm looking for a business I can lead, grow, and be proud of for years to come.

I will be there every day. This isn't a portfolio investment. I will be the one running your business — not a hired manager, not a board member dialing in from out of town. My background in finance, combined with years of experience building teams and leading under pressure, make me ready to show up and do the work.

I invest in what's working, not just what's broken. I'm not coming in to reinvent your business. I want to understand what makes it great, protect those things, and find the right areas to invest in for future growth.

Our Criteria

    • Businesses operating in large, fragmented markets with many small and mid-sized competitors

    • Sectors with stable or favorable regulatory environments and long-term tailwinds

    • Industries where operational excellence and scale create a meaningful competitive advantage

    • Recurring revenue or a loyal, repeat customer base with no single customer exceeding 25% of revenue

    • Consistent growth over the last five years, driven by operations rather than acquisitions

    • A tenured, capable team that is invested in the company's long-term success

    • $1.5M–$4M in EBITDA with a 15%+ EBITDA margin, sustained over the last three years

    • Stable, predictable financial performance without significant year-over-year swings

How It Works

This process is designed to be as straightforward as possible. My goal is to move efficiently and respectfully, so you can stay focused on running your business throughout.

Initial Conversation

This is a no-pressure call to get to know each other. I want to hear your story, how you built the business, what's driven its success, and what you're hoping for in the next chapter.

Preliminary Review

After signing a mutual NDA, I'll ask for some basic financials and operational details to determine if there's a strong fit. If there is, I'll share a verbal offer and straightforward deal terms.

Letter of Intent

If the preliminary terms make sense, I'll provide a formal Letter of Intent outlining the proposed purchase price and deal structure. This begins a 90-day exclusivity period, giving both of us the confidence to move forward.

Due Diligence

I'll take a thorough look at your financials, operations, and legal structure. With your permission, I'd also love to meet key employees, customers, and suppliers — the people who make your business what it is.

Closing

Once we close, we'll execute the transition plan we built together on your timeline and with full respect for your other commitments. This is the beginning of the next chapter.