Frequently Asked Questions

We work primarily with small and mid-size companies and their owners in an operating partner capacity. Annual revenues generally range between $3M and $10M, with adjusted EBITDA between $600K and $2.5M, profitable for the previous 3 years. Our clients include family business owners planning to retire without a succession path and private equity investors seeking to enhance the performance of newly acquired entities. 

We specialize in flexible solutions for business owners in transition, focusing on operations, technology, and marketing. Our key areas of expertise include:

• Strategic Alignment & Deployment
• Administrative Systems Optimization
• Operational Efficiency

If you are an owner looking to preserve your family legacy through a meaningful exit, we'd like to talk. If your existing business lacks a systematic approach, depends on a person or two, is void of an online presence or eCommerce, lacks inventory management, is ready for breakthrough growth, or needs transformations to receive top-dollar for your exit, we may be a good fit. 

After decades of experience in the corporate world, we bring our experience to small business. As owners of 10+ small businesses collectively between the 3 partners, we understand what it means to be "hands on". Our edge is our practical experience in ownership, project management, operational improvement, asset management and value creation.

For over 20 years, we have supported owners and executives on a consulting basis. We provide flexible options for owners in transition such as fractional C-suite roles, talent recruitment and augmentation, cost reduction and digital transformation. 

We assist family business owners by maximizing their business value and creating a seamless transition for a successful exit. Our services include strategic planning, operational improvements, and implementing systems to ensure the business thrives beyond the owner's tenure. 

We partner with private equity investors to deliver rapid improvements in strategy execution, system efficiency, and operational performance for newly acquired entities. Our goal is to enhance the value and profitability of your investments. 

 We offer flexible compensation options tailored to our clients' needs, including:

• Equity share upon close
• A percentage of EBITDA growth
• A share of cost savings achieved
• Project-based retainers

If your business lacks a systematic approach, depends heavily on a few individuals, lacks an online presence or eCommerce capabilities, needs inventory management, is poised for significant growth, or requires transformations to achieve top-dollar for an exit, we may be a good fit. Our team brings decades of corporate experience and hands-on ownership of multiple small businesses, providing practical solutions tailored to your needs.

Beyond facilitating business sales, we offer consulting services to support owners and executives. Our flexible options include fractional C-suite roles, talent recruitment and augmentation, cost reduction strategies, and digital transformation services to enhance your business operations.

There are several ways we can work with you to provide growth capital. Examples include minority recapitalization, financial restructuring, operating partnership, or selling us your real estate while you remain as the Tenant.

You can contact us through our website's contact form or by calling our office at 843.608.0127. We'll schedule an initial consultation to discuss your business needs and determine how we can best support your goals.