At Great Lakes Roots, I understand that your business is your life’s work. When you’re ready to transition, you want assurance that your legacy is in safe hands. As the sole owner and operator, I am personally committed to preserving what you’ve built.
Unlike institutional investors, your business will be my sole focus, ensuring continuity for your employees, customers, and vendors.
Continuity and Care
My focus is on ensuring a smooth transition for your employees, customers, and vendors. Unlike institutional investors, I prioritize the continuity of your business operations and the well-being of the people who have contributed to its success.
Direct Partnership
As the sole proprietor, you’ll be working directly with me, not a committee or distant board. This provides you with direct access and ensures that the person you partner with today will be the one leading the company forward tomorrow.
Purpose Driven Stewardship
My values extend beyond profit. As both a Navy veteran and environmental professional, I am driven by duty and will bring a strong sense of purpose to your business.
Efficient Transaction
As a sole proprietor not an institution, I am not slowed down by bureaucratic procedures or lengthy analyses. Rather, you can expect prompt communication and a quick and efficient process from initial contact to close.
Flexible Structure
I am not bound by cookie-cutter deals. I believe in working closely with you to structure a mutually beneficial transaction that respects your needs.
Long-Term Vision
I’m committed to long-term management building upon the strong foundation you’ve created and ensuring the continued success of your business.
The Process.
Step 1: Initial Conversation
Let’s meet and dive into your business and goals. We’ll explore your recent performance, industry dynamics, and overall trajectory. Together, we’ll discuss valuation to ensure we’re aligned and on the same page.
Step 2: Letter of Intent
If we’re both ready to move forward, we’ll draft and share a non-binding Letter of Intent. This document captures our mutual understanding, including the proposed purchase price, key terms, and other essential deal points.
Step 3: Diligence
Once the LOI is signed, we’ll dive into a deeper review of your business. Together, we’ll create a collaborative plan to engage with your management team, employees, customers, and suppliers.
Step 4: Closing the Deal
We’ll finalize the necessary documentation and make preparations for a seamless transition of ownership.
Step 5: Transition
After closing, we’ll roll out our transition plan to ensure continuity and minimize disruptions for employees, customers, and suppliers.
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Great Lakes Roots 