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Who We Help

You've built something significant. Let's make sure it transitions well. 


We work with founders and owners of professional service-based businesses typically doing $1-4M in annual revenue with strong financial performance and steady cash flow.


The types of businesses we work with include:


        • Outsourced Back-Office Service Providers (e.g. HR operations, compliance support, payroll administration)
        • HR and Management Consulting (Human Resources, Operations, Organizational Development)
        • Tech-enabled Service Providers, including: 
              • Human Resource Information Systems (HRIS)
              • Enterprise Resource Planning (ERP) platforms
              • Training and development services and platforms
              • Performance management and employee experience software
              • Document storage and digital records management solutions
              • B2B SaaS platforms that support internal business workflows
        • Professional Services Agencies & Advisory Firms (People-first firms with scalable offerings or recurring revenue) 
        • Property Management Services (Especially those with team-based operations and systems-driven models)


Not sure if you fit? Reach out anyway. If we're not the right match, we'll point you in a helpful direction. 

WHY SELL OFF-MARKET

Keep control. Stay private. Focus on what matters. 


        • Confidentiality - No broad online listings. Your employees, clients, and competitors won't know before you are ready.
        • Fewer Distractions - We qualify serious buyers/investors so you aren't fielding endless calls.
        • Control of Timing & Fit - You decide who sees information and when, Cultural fit matters as much as price. 
        • Legacy Protection - Structure a transition that honors how you built the business and supports your team. 
        • Flexible Deal Options - Cash at close, staged payouts, earnouts, or ongoing advisory role - we tailor the path. 

HOW THE PROCESS WORKS

A guided, low-pressure path from conversation to transition.


  • Confidential Intro Call - High-level fit check, your goals, timing and concerns. NDA.
  • Financial & Operational Snapshot - Light data package so we can estimate value range and buyer fit.
  • Strategy & Deal Options - We outline potential structures: full sale, phased exit, minority stake, operator partnership, or investor-led growth.
  • Selective Outreach - Only to vetted buyers/investors aligned with your goals (or to our internal capital/operator network).
  • Management Meetings & Diligence - Supported, paced, and confidential. We help you prepare.
  • Deal Negotiation & Transition Plan - Financial terms + people plan (employees, customers, vendors).
  • Post-Close Support - Integration check-ins, retention strategies, and optional advisory engagement.

WHAT MATTERS TO US (Values)

            • Respect for Founders/Owners - You've carried the risk; we honor that. 
            • People Over Paper - Valuations matter, but so do employees, clients, and reputation.
            • Clarity & Straight Talk - No jargon. Transparent expectations from day one. 
            • Confidentiality Always - Your decision to disclose, not ours. 

ARE YOU READY TO SELL?

Quick Readiness Checklist 


            • Annual Revenue is $1M+ (or EBITDA/SDE $250K+)
            • Established customer base with repeat revenue or contracts
            • Stable core team (doesn't have to be perfect)
            • Owner is open to a transition between 6-36 months
            • Clean(ish) books preferred - but we'll help you get there


If you are checking a few boxes, let's talk. Even early conversations help you prepare for a stronger exit later. 

Cathy 

BUSINESS ADVISOR 

Vanessa 

BUSINESS ADVISOR


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