WORKING WITH US
Small Business Owners
As experienced investors, we work with sellers and intermediaries to acquire businesses efficiently and professionally. We are:
- Responsive – we reply personally and promptly to all inquiries. When we proceed with a transaction, we outline our diligence process and preliminary terms up front, so there are no surprises. When we’re not interested, we reply quickly so sellers can move on.
- Flexible – we work with business owners to create transactions that are tax efficient and that address a seller’s individual needs, including estate planning. Our capital sources do not limit our flexibility. We’re free to design the transaction that makes the most sense for everyone involved.
- Professional – through years of experience, we know every step of the acquisition process well and work openly with sellers from beginning to end. We ask the right questions from the start, which allows us to work quickly and efficiently and limit any frustrating miscues. We hold ourselves to high ethical standards, maintain strict confidentiality and follow through on our commitments. We do what we say.
- Patient – we invest for the long-term. We strive to build on the seller’s success and understand that we cannot do this alone. We partner with a business’s remaining employees and the broader community and take pride in building lasting organizations.
Intermediaries
In working with agents for sellers and buyers, we’re committed to providing quick, clear feedback on all opportunities. Whether or not you’re presently selling a company that meets our investment criteria, please contact us. We’d like to introduce ourselves. And, if you would like to discuss a finder’s fee arrangement, we’d be happy to do that as well.