How It Works

Approach
My goal is to partner with owners who want their companies and employees to keep winning long after a sale. I seek to acquire 100% of the business and transition it into an employee ownership structure, designing a succession plan that protects your legacy, supports your team, and keeps the business strong. Once acquired, my intention is to hold the business long term and continue to build on that legacy alongside the employees who become its owners.

People

• Owner cares deeply about legacy and employees

• Strong leadership team running day-to-day operations

• Healthy, people-first culture

Business

• B2B or B2C manufacturing, distribution, ecommerce, or services

• Reputation for excellent customer service

• Clear differentiation in product, service, or expertise

Financials

• $+3M in annual owner earnings

• Track record of steady revenue and profit growth