We believe in preserving the long-term success of your employees and clients.
If you're a firm owner or founder considering selling your company or formulating a succession plan, let's talk! Our process is straightforward:
Give us a call at (617) 935-0530 or fill out the form at the bottom of this site. We’re always available to chat confidentially about your situation. In our initial call we’ll talk at a high level about your business and your goals.
We’ll schedule a meeting to talk more in-depth (in-person if possible). We want to build a relationship. Usually we can arrive at a ballpark valuation for your business at this meeting.
We will present you with an offer designed to meet your unique needs. We take a flexible approach, tailoring our offer to your individual situation.
The only thing left is to draft the documents and close the deal. We’ll have a post-investment plan in place so you can see that your employees and customers are in good hands.