Quick Decisions - Our investment committee is 2 people. Expect an LOI within 48 hours of a management meeting and completing our preliminary diligence list.

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Ability to Close - We have the ability to close without third party funding and can provide proof of funds with any offer we send you. While we typically use reasonable leverage on transactions, it not required for us to close. 

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​No SBA - We don't use SBA financing. The majority of our deals do not use debt of any kind.

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​Full Separation - We're committed to providing your clients a clean exit if desired. While we expect departing owners to maintain a meaningful equity stake, owners may be fully transitioned out of the business within 12 months of closing.​​

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No Trading - We only put forward offers we intend to close on. While some groups might submit lofty offers they plan to walk back later on, we would rather step aside and stay in touch. 

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Our ethics drive us to be transparent throughout the process, as it sets the tone for our future partnership. Because we base our offer on the information you provide to us, we only want to work with owners and intermediaries that hold similar values of transparency.

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Ownership Fit - If your client sees employees as family and their business as their baby, we're the right group for you. As experienced owner/operators, we're committed to building a platform for employees to advance their careers. However, if you're planning more than 5 management meetings, we're likely not the right group for you.​

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Ownership Participation - Due to the delicate nature of small business, material owner/founder rollover or other economic participation is required. While we expect a collaborative process with owners as we continue to grow the business, we do understand that situations change. Should that time comes, we can offer a reasonable and complete exit.