Transition your firm to a leader who will steward your legacy well.

You have worked tirelessly to build a practice that makes a powerful impact on your clients, employees, and community. As you seek to transition, choose a capable leader who shares your values and will remain committed to stewarding your legacy, caring for your employees, and serving your clients with excellence for many years to come.

Different from other business buyers:

Unlike a Competitor, Investment Group, or Private Equity:

• I will not absorb your business into a larger portfolio — instead I aim to maintain and build upon the team culture you worked hard to create.

• I will not “recognize synergies” or cut costs by letting your team go — I will value your employees, seek to retain them, and help them grow.

Unlike other Individual Buyers:

• I have significant, relevant leadership experience. I have spent years launching and operating my own organization - growing it from an idea to a 40+ person team with a $6m annual budget. I truly understand the nitty-gritty details of what it takes to be an entrepreneur and a small-business operator.

• I have funding secured and will not need to seek approval from outside investors or underwriting from a bank or the SBA.

• I have an experienced team of advisors, legal counsel, and a due diligence team in place who collectively have closed hundreds of small business transactions. I am committed to moving quickly and thoughtfully to closing.