We provide entrepreneurs and business owners with a unique opportunity that is unlike other more traditional exit options. We offer a compelling combination of capital and financial flexibility to ensure the continued success of the companies we acquire.
We understand that good businesses are the result of hard work and commitment. Our day-to-day involvement following an acquisition demonstrates our commitment and dedication to your company’s continued success.
We are long-term investors and value operational continuity, stable employee relations and the unique culture that every company develops. We will work to ensure that this culture endures post-transaction.
We recognize the emotions involved in deciding to sell your business. We will work with you on a strictly confidential basis to structure transactions that enable you to achieve your objectives.
Our process will proceed discreetly and efficiently, creating minimal disruption to daily operations. We recognize that a lengthy diligence process puts unnecessary stress on the business, and we will work to complete the acquisition within an agreed upon time-frame. You can trust that we will adhere to strict confidentiality standards throughout the process. We will move things along as quickly as needed to ensure a successful deal, but slowly enough to ensure correct decisions are made when it matters most.
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|Establish Fit||Business Review||Due Dilligence||Documentation & Close|
|Determine fit between Bluegrass Equity investment criteria and owner’s objectives||Evaluate target company (operations, financial performance, market, industry)||Detailed review of customers, financials, legal and tax
Develop ownership transition plan
|Develop legal and tax documents
Prepare organization for change of ownership
|Business Owner Outcomes||Comfortable with Bluegrass Equity team, approach and general goals||Fully aligned with plans for the future of the business and our respective roles||Satisfied with deal terms and ongoing roles
On board with approach to key stakeholders: employees, management, customers and suppliers
|Liquidity achieved; owner possibly retains stake in ongoing business if desired|
|Build the Relationship||Letter-of-Intent||Agreement||Final Transaction|