We create value by connecting passionate business owners with aligned investors.

We maintain what makes each company special while generating meaningful returns for everyone involved.

For Business Owners

We value what you've built. We maintain your team, preserve customer relationships, and honor the community impact you've established.

By choosing us, you gain peace of mind knowing your business will continue to thrive under ownership that appreciates its unique strengths and the foundation you've established through years of dedication.

Interested in selling your business?

Let's Talk!

Our Process

1. Initial Conversation - We discuss your motivations for selling, understand your ideal outcomes, provide a preliminary valuation range, and complete confidentiality agreements to protect your information.

2. Detailed Assessment - We review financial documents and operational processes, then establish a structured due diligence timeline to thoroughly understand what makes your business successful.

3. Offer & Transition - We present a fair offer with clear financing details and develop a customized transition plan that honors your years of hard work while ensuring operational continuity.

For Investors

Investing with us provides access to established small businesses with proven track records at low entry points. Our carefully selected portfolio companies offer the potential for consistent long-term returns through both income and appreciation. By focusing on operational excellence rather than financial engineering, we create sustainable value while maintaining each company's core strengths and community connections.

Looking to invest in small businesses?

Let's Talk!

Our Process

1. Discovery Conversation - We discuss your financial goals, investment experience, and expectations to determine if our approach aligns with your objectives and investment philosophy.

2. Portfolio Access - If we are a match, complete the limited partnership agreement and fund your investment. You will gain insight into our target acquisition opportunities and selection criteria.

3. Partnership - You receive quarterly business performance updates and dividend distributions while we handle all operational aspects of the companies in our portfolio.