Thinking About Stepping Back? Let’s Build Your Ideal Exit Together.

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You’ve built something great. Your business is more than numbers—it’s relationships, reputation, and years of dedication. If you’re considering an exit but want your legacy to carry on with the same care and commitment you’ve put into it, we’re here to ensure a smooth transition that honors everything you’ve built.

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We’ll work closely with you to transition your business smoothly, ensuring that everything you’ve built is respected and carried forward with care. Whether you’re looking to retire, a gradual exit, starting estate planning or just more freedom without losing control overnight, we can create a plan that makes sense for you.

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Here's what we are looking for:

• Ideally, we’re looking for a minimum of $300K in after-tax earnings though, we'd love to see more. Let’s structure things in a way that maximizes your outcome with a tax advantage for both parties.
• Demonstrated consistent earning power (future projections are of little interest to us, nor are "turn-around" situations).
• Businesses earning good returns on equity while employing little or no debt.
• Sector agnostic. Preferable sectors include construction, building materials and software.
• Management in place.
• An offering price (we don't want to waste our time or that of yours by talking, even preliminarily, about a transaction when price is unknown).

If this sounds like your business let’s talk about keeping your legacy strong while making your next chapter just as rewarding. Contact us to explore what this could look like for you.

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