$10M+ in Sales
100+ of Employees
12 Businesses
Small Business is Home
Cornerstone of Our Communities
Investing in small businesses is both an opportunity and a responsibility, as they are vital to our communities and economy. With over 32 million small businesses in the U.S., they comprise more than 99% of all businesses, employing nearly half of the workforce and driving innovation. However, many face challenges, especially as 45% of owners are over 50 and over 70% lack an exit plan.
Carry the Torch
We are here to continue the legacy of small business owners, preserving the generational mom-and-pop shops, and are committed to growing and scaling them for future generations. As we carry the torch, we recognize the immense responsibility that comes with it—not just to sustain these businesses, but to honor the dreams and sacrifices of those who came before us.
OUR STRATEGY
As immigrants, underserved, and underdogs who started from a blank slate, we are committed to continuing to build both our legacy and yours
Evergreen & Niches
Our strategy centers on capitalizing on industries with enduring demand and untapped market potential. We aim to drive sustainable growth by implementing technology, optimizing operations, streamlining processes, and reducing inefficiencies.
Digital Upgrade
We focus on transforming manual processes into digital systems and creating a strategic tech stack to boost revenue and optimize profits. By integrating management tools, automations, smart apps, and digital marketing solutions, we enhance operations, minimize inefficiencies, and prepare the business for growth.
Achieve Scale To Grow
empower businesses to achieve sustainable growth by solidifying operational fundamentals and enhancing efficiency. By leveraging marketing tools, automation, multi-channel sales funnels, and strategic partnerships, we expand market reach and drive higher sales volume.
Legacy Carryback
We collaborate with sellers to maintain and enhance their legacy, keeping them engaged in the business's-term success. The carryback financing structure benefits both parties buyers receive flexible terms and reduced upfront costs, while sellers from equity growth, returns, and deferred tax liabilities on capital gains.
Operator Excellence
Our experience with Fortune 500 companies and private equity has provided us with effective strategies to enhance value creation. By optimizing processes and integrating technology, we prepare businesses for scalable growth and lasting success.
Be Good Stewards
With the utmost respect and appreciation for business legacies, we carefully steward each decision to ensure long-term success. Whether it involves partnering with a strategic buyer, transitioning to a financial buyer, or continuing to hold and scale, our approach is guided by what best serves the business’s future.