For searchers, family offices, independent sponsors, PE firms, and first-time buyers. We help you check out the business, get it financed, and actually run it after the close, so you don’t overpay or get blindsided.
The deal is the easy part. Running a lower-middle-market business after the owner leaves is the hard part, and it’s where most first-time buyers get hurt.
The team’s loyalty walked out with the founder. The numbers weren’t what they looked like. The improvements you planned stall while you cover finance, operations, and culture all at once.
We’ve sat on both sides of that. We help you check out the business before you wire the money, and stay in the work to run it after the close.
Diligence, buyer’s-eye: we find what the seller’s numbers are hiding before you wire the money. Then we help you structure and package the financing, SBA or conventional, with lenders who back good operators.
Operator-grade quality-of-earnings for sub-$2M EBITDA targets, the ones upmarket firms decline. We find what the seller’s numbers are hiding before you wire the money, and help you structure and package the financing.
Keep the team, the customers, and the cash steady through the transition. Get the basics right while you settle in.
Clean financials, a simple operating rhythm, board-grade reporting, and a plan that compounds. We work alongside you every step.
Pricing, hiring, working capital, and the moves that grow the business the right way. We stay in the work as your CFO Partner and Operating Partner through the years that make or break the deal.
“For PE and family offices: you bought the platform. Someone has to run it. We embed as the operating and finance horsepower your lower-middle-market portfolio business can’t hire on its own.”
We close the execution gap.
A CFA who’s operated through a $200M sale. A CPA with 100+ buyer-side reviews. We know what the seller’s numbers hide and what it takes to run the business after the owner leaves.
Retainer plus, in many cases, equity. We win when the deal works.
For PE and family offices, we embed as the operating and finance horsepower your lower-middle-market portfolio business can’t hire on its own, and stay in the work through the years that make or break the deal.
A short, scored check on where a business stands and what a buyer would pay. We reply within 24 hours with the right next step.
Take your free Bedrock Score