top of page

Your business

Reach out if you have any questions - Since I don't know your business, I am painting with a broad brush!  


Management Fit

  • You may be looking for a succession plan for your business, or to augment your existing team to spur growth

  • You may have a desire to enjoy a liquidity event, and enjoy the value you have created over the years

  • You may want to refocus your time on the things you love - either inside or outside the business, or both

  • You may want to surround your business with experienced, knowledgeable advisors who can help take it to the next level

  • You are looking for flexibility in your transition


Business Fit

  • Your customers are primarily other businesses - some consumer sales is OK, but you're focused B2B

  • You have a number of customers, and no one customer is more than 30% of your sales

  • You are headquartered in the U.S.

  • Your business has been growing, and has seen steady financials for the last 5 years

  • You have a healthy culture with dedicated employees

  • Your profits are between $2-7M and revenues are between $5-70M million

bottom of page