FREQUENTLY ASKED QUESTIONS

Employee ownership means transitioning the company to structures where your employees become meaningful owners — typically through a trust that holds shares on their behalf. This preserves your legacy, protects jobs and culture, maintains independence, and often creates stronger, more motivated teams that drive long-term success.

You receive the majority of the purchase price at closing — primarily from our equity contribution and any trust financing arranged. This provides substantial immediate liquidity for your retirement or next chapter. The seller note is paid out over 3-5 years, and the trust portion is paid out over a longer timeframe (usually 5–10 years), based on the company’s performance and future profits.

Only if you want to be. Many owners choose to stay on in a flexible, part-time advisory role — sharing institutional knowledge, mentoring the team, or advising on key decisions. 

We work with independent appraisers and use market-based valuation methods to ensure you receive a fair, competitive price — comparable to what you might achieve in a traditional sale. Our goal is to align incentives so everyone wins: you get strong value, employees gain ownership, and the business continues to thrive.

We focus on established, profitable companies with strong management teams and annual revenues typically in the $1M - $5M range (though we’re flexible). Industries vary widely — business services, professional services, distribution, and more. The key is a solid track record and a culture worth preserving.

From initial conversation to closing typically takes 6–9 months, depending on due diligence, financing, and your timeline. We move at your pace and aim to make the transition as smooth and low-stress as possible.

Absolutely. We treat every discussion with the highest level of confidentiality — no information is shared without your explicit permission.