Partnerships

Creating opportunity through partnership.

We approach partnerships with an abundance mindset. We win when our partners win, and when we put our partners first. Our partners include business owners looking to exit their business and professionals that help us identify potential businesses to acquire and execute on transactions.

Our Process

CONTACT

Contact us to setup a time to meet. We execute a Non-disclosure Agreement swiftly so we can kick off the Inital Due Diligence phase.

INITIAL DUE DILIGENCE

We work with you to understand your company’s core values, financial statements, market, and competitors.

LETTER OF INTENT

After we have collaborated on Initial Due Diligence, together we craft a Letter of Intent to launch the Final Due Diligence phase.

FINAL DUE DILIGENCE

In the Final Due Diligence phase, we perform full due diligence procedures to ensure that a transaction makes sense. We create a Purchase Agreement to set the terms of the deal.

TRANSITION

We create an integration plan to ensure the business transitions  as efficiently as possible. Priority is ensuring the transition runs as smoothly as possible for employees of the business.

CONTACT

Contact us to setup a time to meet. We execute a Non-disclosure Agreement swiftly so we can kick off the Inital Due Diligence phase.

INITIAL DUE DILIGENCE

We work with you to understand your company’s core values, financial statements, market, and competitors.

LETTER OF INTENT

After we have collaborated on Initial Due Diligence, together we craft a Letter of Intent to launch the Final Due Diligence phase.

FINAL DUE DILIGENCE

In the Final Due Diligence phase, we perform full due diligence procedures to ensure that a transaction makes sense. We create a Purchase Agreement to set the terms of the deal.

TRANSITION

We create an integration plan to ensure the business transitions  as efficiently as possible. Priorty is ensuring the transition runs as smoothly as possible for employees of the business.

Our Core Values

We value collaboration, selflessness and people. We value candor and transparency with ourselves and our partners. We seek, receive, and give open and honest feedback.

We are invested in the success of our partners and put them first. We share and are generous. We want to succeed together with our partners.

Every day is Day 1. That means we approach every day with new enthusiasm and energy. We are neither weighed down by the past or constrained by the future. We believe in continual improvement. We learn from our mistakes and strive to do our work better every day.

We hold ourselves to a high standard and also give ourselves room to experiment and improve. We strive for excellence in all that we do. We strive to make the right decisions through sound research and attention to detail.

We are in this for the long-haul. We consider how each decision we make will impact the here and now as well as decades to come. We make a difference. We value hard work and productivity. We build things that last.

We love what we do. We are energetic in how we accomplish great things. Our management, our employees, and our customers all have a passion for life. We are grateful for every day and every opportunity to build great businesses and communities. We are principled in our approach. We know who we are and what we stand for.

Partnership

Abundance

Growth Mindset

Excellence

Sustainability

Passion

Whitepapers

Don't just take our word for it, read about our partnerships with the Hartley Companies and Idaho Fitness Factory.

Partner With Us

Contact the team to learn more about how we create legacies with our business owner partners.