A responsible transition.

Early conversations will focus on your priorities and concerns around a transition. I want to understand why you are considering a sale, what outcomes matter to you, and your expectations for the deal process.

Beyond the numbers, I want to understand how the business was built. I will work to understand the team and history behind key choices.

Above all, my goal is to build a foundation of honesty, integrity, and mutual respect. I prioritize friendly, collaborative transitions with owners so we can ensure that the next chapter of your business is built on a shared vision for its future.

Owners entrusting me with their legacy deserve a partner who is professional, responsive, and personally invested in every detail. My diligence process is professional, responsive, and tailored.
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Most small businesses go through a sale only once, if ever. That means that both buyers and sellers are often encountering a new process when it comes to the diligence stage of deal-making.

Often this takes longer than you’d expect! The process is thorough but intends to remain respectful and is designed to ensure that the transition is seamless for your team and your customers. No “gotcha” questions from me.

As soon as I have made you an offer, I will immediately begin working with you to forecast the information, documents, and connections needed to bring the deal to closing. Together, we will set a clear timeline and complete a thorough list of tasks.
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Throughout it all, I promise to keep an open line of communication on where we are in the process and how we can keep the ball moving. After all, diligence moves at the speed of my relationship with you, the owner.

Everything we learn during diligence will be reflected in a legal agreement - a document called the Purchase Agreement.

The day we’ve been working toward finally arrives! Closing marks the transfer the the business and the beginning of a new chapter; one where I take on the responsibility of protecting everything you’ve worked for.

While some buyers might act like marauders, looking for ways to squeeze value at the expense of the team, my approach is rooted in the belief that a business should serve its community. I want to see your team and company thrive; I’ll spend my first months on the shop floor or in the office, listening to your employees and understanding the rhythm of the team before making a single change.

My roots are here in Texas and my goal is to pay it forward by being a steady, local presence for the team. This is the work I believe in, and it is the work I am grateful to do.