How we work with owners
From messy to sale-ready in 90 days
What we do, the three ways out, and the answers owners ask first.
The problem
Most owners are not ready when a buyer looks
Buyers lower the price or walk away when the books are messy, the owner is the bottleneck, or one customer pays the bills. These things are fixable, but they take months. Most owners start too late.
About 3 in 10 sale talks end with no deal. A business that is ready sells faster, for more, and with less stress.
Source: Pepperdine Private Capital Markets Report 2025 (share of advisor-led talks that end without a deal).
The offer
Five parts, done for you, in 90 days
1. Clean books
Three years of statements recast to show true owner earnings. A buyer's accountant can trace every number.
2. Out of the bottleneck
We move your daily work and customer contacts to your team, so the business does not stop when you step away.
3. A second-in-command
We help you name or hire the next leader, with written roles and pay plans that keep your key people.
4. Customers and documents in order
Contracts, licenses, leases, insurance and written processes. The things a buyer asks for in the first week.
5. Your exit plan
What the business is worth, what you keep after tax, and a date. Your CPA and lawyer review it with you.
We work inside your business with your team. We are not a broker and we do not list your company.
Three ways out
When you are ready, you choose
A. Sell to a buyer
We prepare the package and manage the process. You keep control of who sees what.
B. Hand it to your next leader
A planned succession to an internal person. Quiet for your staff and customers.
C. We buy it
We can buy the whole company. 10% at closing, payments for up to 10 years, retired in 45 days.
Path C terms depend on the business. The written agreement is what counts, and your lawyer and CPA review it first.
Included at closing
A send-off you will remember
When your deal closes, on any of the three paths, we host a retirement party for your team and family. We also send you on a 10-day trip to paradise, planned with you and paid for by us.
Is this for you?
This fits if
- You own a profitable business in Springfield, Kansas City, Joplin, St. Louis or nearby.
- It earns the owner $500,000 or more a year.
- You want to leave in the next 1 to 3 years, and you want to choose how.
- You care who runs the company after you.
Questions owners ask
Straight answers
What does it cost?
You pay nothing up front. We are paid when your deal closes. We explain the fee in writing before you commit to anything.
Do I have to sell?
No. Many owners finish the 90 days and keep the business, with better books and a team that runs without them. You choose the path.
What happens to my employees?
Your team stays and gets stronger. We build the leadership plan with you, so the people who keep the business running know who is in charge.
How safe are the payments if we buy it?
On Path C, the payments are fixed by contract and secured by a lien on the business and a personal guarantee. No one can promise a business never has a bad year. The agreement says what happens if a payment is missed, and it gives you the right to take the business back.
What about taxes?
How and when you are paid can change when you owe tax. We do not give tax advice. Your CPA reviews the plan with you, and we work with your CPA.
Is the trip real?
Yes. It is 10 days in paradise, planned with you, and paid for by us. It is a thank-you for what you built.
Who finds out?
Only you and us, until you decide to tell your team. A private conversation does not commit you to anything.