Why Partner with Us?
Our Commitment
In all interactions a genuine and authentic desire to learn, build and lead with the interests of employees, customers and investors prioritized.
Fair Market Value
We will work closely with you and your advisors to ensure a fair valuation.
Confidential
We will handle the process with utmost confidentiality and discretion.
Smooth Transition
We will work hard to ensure a seamless transition with a minimal training period and/or alignment on earnout opportunity
Experienced Operator
20+ years leading high performance teams in diverse industries in a variety of functional roles.
Our Process
1
1
Introduction
Our process begins with an initial meeting to discuss objectives and ensure alignment of goals between both parties.
4
4
Diligence
This stage involves confirmatory diligence to verify historical financials and key business items, ensuring everything is as represented. Connect with key stakeholders as permitted.
2
2
Pre-LOI
During this phase, we sign an NDA and exchange high-level business and financial information to assess the potential fit.
5
5
Close
The process culminates with the signing of the purchase agreement and the official close of the transaction.
3
3
LOI
We draft a letter of intent that outlines major deal terms, including purchase price and deal structure.
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6
6
Transition
Collaborate to ensure your goals and the best interests of employees and customers are prioritized. Open to discussing owner timeline.
Our Leadership & Operational Approach
People
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Set Vision
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Address culture shifts
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Earn Trust
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Listen to understand
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Prioritize key talent
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Balance quick wins with long term team goals
Process
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Stabilize operation
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Cash flow control
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Asses key business processes
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Engage with customers and partners
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Technology and Infrastructure review
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Ensure standardization and documentation of workflows
Product
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Market and competitive analysis
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Customer needs and service quality
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Identify new revenue streams
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Brand & Market position
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Sales & Marketing strategies alignment
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Execution plan​
Maxims
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Learn then Prescribe
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Vision is purpose in the fture
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Pressure is a priviledge
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Be the pace car
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In god we trust..everyone else bring data
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Commit to others & when it gets hard "stay"