Why Us?
Are you a founder with a business generating more than $500K of EBITDA?*
You've built a successful company from the ground up, but now you're thinking about your next chapter.
Maybe a business broker reached out to you? Perhaps you received an unsolicited offer? Maybe you're just ready to sell, but unsure what your business needs to navigate a successful sale to private equity.
How do you know what your business is truly worth? And how do you ensure you get the best deal?
You don’t have to do it alone.
It can be lonely at the top. You may not have anyone in your company to discuss a sale with, let alone anyone who knows what it takes to prepare for one.
With over 50 transactions completed and an aggregate value exceeding $400 million, let us become your trusted partner, working closely with you to maximize your company's value and guide you through every step of the sale process. Whether it's a few months or a few years, we are with you every step of the way.
We are not business brokers or investment bankers, whose only goal is to get a deal done. They just want to close, potentially leaving value on the table that would otherwise be yours. We want to be your partner and get you every dollar you deserve for what you have created.
Let's discuss your unique situation and show you how we can help you
What Founders Say
"Couldn't have done it without Jonathan and his team. We acquired an add-on business, professionalized our financial reporting and HR systems, and attracted a private equity buyer. Absolutely, essential partner."
Adam Hanin, Founder of Commerce 12
We invest our money where our mouth is.
We strongly believe in the value our services bring to the table and are willing to put our own capital behind them. While not a requirement, we would love the opportunity to make a minority investment of 5-15% in your business.
Whether you use the funds to take some chips off the table and diversify your net worth, or invest the funds into the business to make an acquisition, capital investment or a key employee hire, we want to be aligned as an owner.
Since we're a minority partner, you still have the final say. It's still your business. However, you can rest assured that our interests are aligned with yours in doing what is right for the company.
Services and Pricing
Simple, transparent pricing plans for hands-on financial, acquisition, operational, and strategic support
Basic
Best for founders who want clean, accurate books and seek to analyze business performance, but are not yet ready for an acquisition or sale for the next 2-3 years.
What's included:
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Real-time visibility into your finances
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Cash-based P&L and balance sheet
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Year-end package for your tax preparer
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1 hour call, every two weeks, to discuss financials, strategy and high-priority projects
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Basic payroll administration
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Basic vendor setup and bill payment
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Basic customer setup and invoicing
Starts at
$2,000/month
$1,600/month
Accelerate
Best for founders who need a finance expert to professionalize their organization in preparation for an exit in 1-2 years.
What's included:
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Everything included in Basic
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Cash to accrual accounting
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Budgeting and forecasting
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KPI dashboards
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1 hour call, weekly, to discuss financials, strategy and high-priority projects
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Full HR, payroll and benefits
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Full vendor management
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Full customer management
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Basic M&A support
Starts at
$8,500/month
$6,800/month
Scale
Best for founders who need a finance leader and are ready to make an acquisition or start the sale process in less than 12 months.
What's included:
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Everything included in Accelerate
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13-Week Cash Forecast
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Screen, evaluate, and diligence acquisition targets
- Offer letters and purchase agreement negotiations
- Post-acquisition integration
- Private equity diligence support
Starts at
$10,250/month
$8,200/month
For businesses where we acquire a minority interest, the company receives preferred pricing