Thinking about what's next for your business?
Choosing a long-term partner for a company you built is a big decision, and it often comes with excitement, uncertainty and a deep sense of responsibility to your team. Whether you are planning succession or looking for capital and support to grow, we aim to make it a conversation, not a transaction.
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Why owners partner with Greenleaf
- Your company keeps its name, identity and customers.
- Your managers get support from executives, attorneys and CPAs, so they can stay focused on customers and growth.
- Your team can share in the value they help build.
- Your transition plan is built around your goals, not a template.
Curious how the platform works behind this? Read Our Approach.
What we look for
- Owner-operated businesses in the lower middle market
- Business services, insurance and advisory
- A dedicated team and loyal customers
- Owners who care about what happens to their people and their name in the next chapter
- A commitment to best in class client experience and culture
Our process
- Intro call. A confidential conversation about your goals.
- Mutual NDA. We protect your information before anything is shared.
- Learn the business. We get to know your company, team and customers.
- Letter of intent. A clear partnership proposal with the key terms.
- Diligence. We confirm the details together with your advisors.
- Close. We finalize the partnership.
- Transition plan. A plan built around your goals, your team and your customers.
Frequently asked questions
What is my role after we partner?
That depends on your goals. We build the transition plan together.
How does team ownership work?
Broad-based ownership is central to our platform. We are happy to walk through how it would apply to your company in a conversation.
Do you work with brokers and intermediaries?
Yes. Brokers and advisors are welcome to reach out using the form below.
Is my inquiry confidential?
Yes. We treat every conversation as confidential.
