Most companies need to rethink what it means to be part of a modern work structure. This idea of 9-to-5, or even worse return to office, culture is not necessary or helpful for a digitally advanced economy. The assumption that being productive requires seeing people do the work is not only limiting, but also breaks trust between employers and employees, as technology and automation are increasingly used to get work done and are inherently not as observable.

12 million businesses will need to transition to new owners in the next 10-15 years. That represents $12 trillion dollars worth of wealth that needs to be transferred.

We want to significantly change or completely displace existing companies and industries by introducing innovative technologies, business models, or strategies that offer solutions that are often simpler, more convenient, or more affordable than those offered by established companies. 

Our team started small and will remain small on purpose. We want to establish and maintain personal relations with the founders and companies we work with. The largest firms boast impressive portfolios, with over 2,000 clients and a workforce exceeding 300 employees. Despite their substantial resources and growth, many clients feel neglected and unvalued, highlighting a growing disconnect in the client-firm relationship in larger firms. We are dedicated to maintaining these close relationships while seizing the opportunity to continue to gain a larger market share.

Our team of advisors have closed on over $10M in businesses over the last 12 months with the potential for another $20M+ in the next 12 months.

Our team and advisors allow us to be nimble, enabling quick decisions and strategic adaptations to meet the unique needs of an ever changing economy.