Fractional Chief Strategy Officer (CSO)
Fractional CSO (Chief Strategy Officer) for Companies That Want to Grow and Scale When you need strategy for M&AcapitalizationcybersecurityGTMexit planningand...
Embrace Your Next Adventure
…and enjoy the life you’ve worked so hard to create.
Exits and Retirements
Direct SMB/SME Investors
The emotional journey of transitioning through an exit or retirement deserves a skillful touch and a smooth experience.
We Understand Your Challenges
You might be feeling burnt out, perhaps even jaded from previous experiences. Finding a good successor isn't easy, and maybe you've even had a bad experience with brokers who didn't fulfill your expectations. Selling your business can seem overwhelming, but you don't have to go through it alone.
You're Not Just A Transaction
We believe in honesty and transparency. We're not just about securing a deal, we're about building relationships. Our focus is on you, your goals, your dreams. Unlike brokers and bankers, we're not just looking at the selling price of your business, but at the comprehensive picture of what you want to achieve.
Crafting Tailored Solutions
Every business, like its owner, is unique. We work creatively and realistically to structure terms that meet your needs and objectives. If an opportunity is not for us, it will likely resonate with someone in our robust investor community.
We're about facilitating transitions, crafting solutions, and celebrating new beginnings. Let's discuss how we can your plans and how we can work together to make that happen... we'll bring the coffee.
Entrepreneur and Seller Resources
Value-Maximizing Information
Selling directly to SMB/SME investors can help you maximize the value of your business.
We teach business owners how to maximize their value and think like a shareholder.
48-Point Action Plan for Preparing to Sell Your Business: Everything a Small Business Owner Needs to Get Ready to Sell
48-Point Action Plan for Preparing to Sell Your Business:Everything a Small Business Owner Needs to Get Ready to Sell Articles,Exits...
Our Blogs
Latest Blog & Articles
SaaS Basics: The Essentials You Need to Know
SaaS Basics: The Essentials You Need to Know Blog,Strategy Defining SaaS Software as a Service (SaaS) is a model where software is hosted on external servers and delivered to users over the internet. This approach enables users to access applications remotely, typically via web browsers. In today’s digital landscape, many
SaaS Basics: Should You Acquire or Build from Scratch?
SaaS Basics: Should You Acquire or Build from Scratch? Blog,Focus and Mindset,Growth and Scale,Strategy TL;DR: SaaS business acquisition or building from scratch requires careful planning and diligent research. When considering a SaaS business acquisition, analyze the business’s scalability, maintenance protocols, and integration potential with your existing operations. Consult industry experts
SaaS Basics: Essential Metrics That Drive Success
Blog,Strategy SaaS Basics: Essential Metrics That Drive Success TL;DR: Evaluating a SaaS business involves scrutinizing several critical areas, including organizational structure, financial records, sales performance, and marketing efficiency. Key metrics to focus on include Monthly Recurring Revenue (MRR), Churn Rates, Customer Acquisition Cost (CAC), and Customer Lifetime Value (LTV). It’s
Navigating the Complexities of Acquisitions: Triumphs, Pitfalls, and Strategic Insights
Navigating the Complexities of Business Acquisitions: Triumphs, Pitfalls, and Strategic Insights Blog,Strategy,Wealth Building Understanding Business Acquisitions Business Acquisitions involve one company strategically purchasing another by obtaining significant ownership stakes. This process enables the acquiring company to leverage the acquired business’s customer base, operations, and market presence, facilitating corporate growth. Essential
Exploring Tuck-In Acquisitions: Key Insights and Real-World Examples
SMB Growth Strategies: Mastering Tuck-In Acquisitions Blog,Growth and Scale,Strategy,Think Like a Shareholder,Valuation Increase,Wealth Building More corporations are increasingly prioritizing smaller tuck-in acquisitions over large-scale transactions. This strategy offers the benefits of swiftly obtaining specialized capabilities or resources while avoiding larger deals’ complexities and substantial costs. The following article provides an overview of
Mastering SBA Loans in 2024: Unpacking the Latest Updates and Opportunities
Mastering SBA Loans in 2024: Unpacking the Latest Updates and Opportunities Blog,Growth and Scale,Strategy,Wealth Building SBA loans offer a viable financing solution if you’re considering buying or selling a business. The SBA has recently revised its loan criteria, which could significantly impact your transaction strategies. It’s critical to familiarize yourself
Discover Your True Worth: Book Value and 6 Other Must-Know Valuation Methods
Discover Your True Worth: Book Value and 6 Other Must-Know Valuation Methods Blog,Growth and Scale,Strategy,Think Like a Shareholder,Valuation Increase,Wealth Building TL;DR: Understanding a company’s value can be approached through multiple methods, each with its unique strengths and limitations. The Times-Revenue (TR) method offers a quick and simple valuation by multiplying
Demystifying Acquisition Financing: A Comprehensive Guide to Mastering Growth
Demystifying Acquisition Financing: A Comprehensive Guide to Mastering Growth Blog,Growth and Scale,Strategy,Valuation Increase Securing financing for a business acquisition can take time and effort. However, numerous funding options are available that are worth evaluating and comparing. According to a recent survey, private equity emerged as the leading choice for 24% of respondents.
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