Acquisitions.
Acquisitions.
What we look for
What we do
What we look for
We value what you've built. Our strategy is to acquire well-established, trade businesses, where we can invest our energy and resources to support ongoing growth and continuity, as you transition into retirement.
Our Criteria
Thoughtful Owners
Customer Loyalty
10+ Years in Business
Positive Cashflow
What we look for
We value what you've built. Our strategy is to acquire well-established, trade businesses, where we can invest our energy and resources to support ongoing growth and continuity, as you transition into retirement.
Our Criteria
Thoughtful Owners
Customer Loyalty
10+ Years in Business
Positive Cashflow



The Process.
The Process.
Top of mind
Top of mind
Top of mind
While the sales process of small businesses may vary between deals, there are typically certain core characteristics that they share. In the sections that follow, we'll lead you through the different stages of a small business acquisition and offer some valuable insights.
No confusion. No surprises. Just smart decisions and a smooth transition.
While the sales process of small businesses may vary between deals, there are typically certain core characteristics that they share. In the sections that follow, we'll lead you through the different stages of a small business acquisition and offer some valuable insights.
No confusion. No surprises. Just smart decisions and a smooth transition.
Customers
You've worked tirelessly to build a successful business and a community of trusting, loyal customers and you don't want to abandon them.
Succession
The people within your immediate circles, personal or professional, might not have the interest nor the skill sets to continue forward with the business.
Income
An income stream as you transition out of the daily grind maintains some normalcy and stability while providing compelling tax advantages.
Confidence
Making sure your legacy continues with a proven team willing to invest in improving and growing the business would bring comfort and excitement.



A complex process
made simple.
Selling your small business starts with knowing your goals, preparing your financials, and planning a smooth transition for your team and customers. The right timing, structure, and support can make all the difference.
Key Considerations
Priorities
Timing & Process
Financials
Valuation
Deal Structure
Direct vs. Broker
We'll kick things off with an introduction between your principals and our team. It's the first, and likely most important step in forging trust and finding alignment. This is your opportunity to shine while providing vital information about the industry and the company. It's crucial that we establish a good rapport and share a common vision for the future of the business.
After assessing the initial fit, we'll request review of your business financials (P&L, Income, Balance Sheets at minimum). We observe absolute discretion and regard all shared information as "confidential", however if a NDA is required, just let us know. We keep our initial requisite list short, deeper drives are reserved for the diligence phase.
If we're interested in learning more, it's time to meet you and tour your business. If both parties are comfortable, there may be some high-level exchange of basic terms to keep everyone aligned. This is called an IOI ("indication of interest"). This can help mitigate wasted time and reaffirms everyone's interest to advance. Remember, both the IOI and LOI (the next document) are non-binding and either party can exit the transaction at any time unless stated otherwise.
A LOI (Letter of Intent) is a commitment between you and us and follows the IOI. The LOI represents a real commitment to buy your business, with the exception of any unforeseen issues during diligence. The LOI outlines proposed terms, timelines, and a clause of exclusivity, which asks you to focus on our negotiation during the term. This shows commitment and is typically the only binding aspect of the LOI. Once signed, we'll advance to the diligence phase.
The diligence stage is the most time-consuming step in a small business acquisition. As the seller, you'll need to provide all business-related documents, which can be overwhelming. This provides us time to ask any questions related to the business and its history. Being proactive and organized will help ward off any delays.
The purchase agreement is the final contract that outlines what is being sold, the terms of the transfer, and the assurances made by each party about the condition of the assets ('reps & warranties'). It's common for deals to fall apart due to stress and trivial details. However, if we've reached this stage, it means we're close to signing, which leads to the closing of the deal.
This is the point when ownership of assets is transferred to our team and payment is made to the you. At this stage, any money held in escrow will be released, minus a percentage withheld to ensure that all agreements made in the reps and warranties are fulfilled. After the closing, the seller can assume any transition role negotiated, while we will be focused on getting comfortable with operating the acquired business.
We'll kick things off with an introduction between your principals and our team. It's the first, and likely most important step in forging trust and finding alignment. This is your opportunity to shine while providing vital information about the industry and the company. It's crucial that we establish a good rapport and share a common vision for the future of the business.
After assessing the initial fit, we'll request review of your business financials (P&L, Income, Balance Sheets at minimum). We observe absolute discretion and regard all shared information as "confidential", however if a NDA is required, just let us know. We keep our initial requisite list short, deeper drives are reserved for the diligence phase.
If we're interested in learning more, it's time to meet you and tour your business. If both parties are comfortable, there may be some high-level exchange of basic terms to keep everyone aligned. This is called an IOI ("indication of interest"). This can help mitigate wasted time and reaffirms everyone's interest to advance. Remember, both the IOI and LOI (the next document) are non-binding and either party can exit the transaction at any time unless stated otherwise.
A LOI (Letter of Intent) is a commitment between you and us and follows the IOI. The LOI represents a real commitment to buy your business, with the exception of any unforeseen issues during diligence. The LOI outlines proposed terms, timelines, and a clause of exclusivity, which asks you to focus on our negotiation during the term. This shows commitment and is typically the only binding aspect of the LOI. Once signed, we'll advance to the diligence phase.
The diligence stage is the most time-consuming step in a small business acquisition. As the seller, you'll need to provide all business-related documents, which can be overwhelming. This provides us time to ask any questions related to the business and its history. Being proactive and organized will help ward off any delays.
The purchase agreement is the final contract that outlines what is being sold, the terms of the transfer, and the assurances made by each party about the condition of the assets ('reps & warranties'). It's common for deals to fall apart due to stress and trivial details. However, if we've reached this stage, it means we're close to signing, which leads to the closing of the deal.
This is the point when ownership of assets is transferred to our team and payment is made to the you. At this stage, any money held in escrow will be released, minus a percentage withheld to ensure that all agreements made in the reps and warranties are fulfilled. After the closing, the seller can assume any transition role negotiated, while we will be focused on getting comfortable with operating the acquired business.
Let’s get
to work.
Let’s get
to work.
Let’s get
to work.
Tell us about your project—whether it’s a remodel, repair, or something from the ground up.
Tell us about your project—whether it’s a remodel, repair, or something from the ground up.
Quick response.
We’ll follow up fast to confirm scope and set a time to connect.
Quick response.
We’ll follow up fast to confirm scope and set a time to connect.
Quick response.
We’ll follow up fast to confirm scope and set a time to connect.
Clear next steps.
You’ll get a straighforward plan and timeline to get started.
Clear next steps.
You’ll get a straighforward plan and timeline to get started.
Clear next steps.
You’ll get a straightforward plan and timeline to get started.