Our Approach
Solving problems and creating opportunities for families, founders and owners with a practical, straightforward mindset.
Comprehensive
Does this Sound Familiar?
- Concerned about management succession?
- In need of ownership transition to secure retirement?
- Not sure what’s next for your family business?
- Is the stress of owning a business getting overwhelming?
- Are there other opportunities that you can’t pursue?
- Are you unsure about how to proceed?
- Worried about what you’ve heard about private equity?
Can we be helpful?
See if your business fits with our focus.
A singular Focus on Small Companies in Transition
Situation
In need of ownership transition, management succession, and/or growth support.
Type
A wide range of industries across manufacturing, services and distribution.
Size
Revenue: $5 million - $30 million
Profits: $1 million - $5 million.
Potential
Poised to build on past successes and open to new ideas.