Acquiring local businesses & protecting their legacy

Long-term holding company buying great local businesses with the intention of stewarding them forever

Protect

We strive to be good stewards of local businesses, especially their employees.


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Grow

We pursue more than revenue - we provide opportunities for our team to be better today than yesterday.

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Give

We are more than ourselves - we give to create lasting impact in our local communities.

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Who are we?

Our legacy will be built on these values:

Integrity

It's more than words. We strive to do the right thing everday, no exceptions.

Humility

Everyone has value, and there's no room for ego on this team.

Growth Mindset

It's not just about financial success. We want to be better today than yesterday - 10x ourselves.

Giving

Life is about more than work. We give our time and resources to help others.

What are the steps?

We know the process of selling a business can seem daunting. Let's break it down.

01

Determine Fit

The process begins with high-level discussions about the business and its financials. Our goal is to ensure that both the seller and buyer are a good fit for each other.

02

Letter of Intent (LOI)

Next, we draft a formal, non-binding document that outlines the intentions of both parties and begins to establish the structure of the deal.

03

Due Diligence

Once the LOI is signed, we conduct a thorough review of the business to ensure alignment on key details and verify everything is in order.

04

Asset Purchase Agreement (APA)

During due diligence, we also work on crafting the Asset Purchase Agreement, which clearly defines all of the terms and details of the deal.