For Business Owners

What we look for in a business

  • $3M+ annual sales

  • Targeting businesses with $750K–$2M in EBITDA (or comparable pre-tax cash flow)

Financials

Business

  • B2B company

  • Track-record of recurring or repeat customers

  • Low customer and supplier concentration

People

  • Owner exploring succession planning

  • Desire to preserve the business's legacy and its people

Solvista Partners vs. Other Buyer Types

Our commitment is to make your transition straightforward and personalized. We understand that every business sale is different, and we will strive to tailor my approach to reflect your financial goals and personal priorities. Our goal is to preserve your legacy and ensure the business continues to thrive long after the handoff.

Private Equity Strategic Buyer
Legacy
  • Preserve your legacy and company values
  • Financial engineering often rewrites company identity
  • Integration usually erases legacy
Employees
  • Employees prioritized to sustain business continuity
  • Often secondary to returns
  • High risk of layoffs due to overlap
Company Post Transition
  • Sole focus with full personal commitment
  • One of many portfolio companies
  • One of many business units
Goal
  • I grow your business for the long haul
  • Profit focus with 3–5 year exit timeline
  • Focus on cost-synergy, not long-term health
Ease of Transaction
  • Streamlined, flexible, and focused
  • Complex, juggling multiple transactions at once
  • Slow, bureaucratic, many layers of approval
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Solvista Partners

Our Process

1
Introduction Call
We’ll take time to get to know each other. We want to understand your journey, your goals, and what matters most to you.
2
We Learn Your Business’s Basics
We’ll explore how your business operates. We may ask to meet in person and review performance information, such as financials, to help assess a preliminary valuation.
3
Letter of Intent
We’ll provide a Letter of Intent (LOI), including a valuation and key deal terms. We’ll collaborate to align on the details.
4
Diligence and Transition Planning
We’ll take a deeper look into your business and work together to prepare for a successful transition. This stage includes a period of exclusivity and a confidentiality agreement.
5
Deal Closed
We purchase your business and begin the transition. Once the Asset Purchase Agreement (APA) is signed and funds are transferred, your next chapter begins as you step away from daily operations.