Continue your company's legacy
A Kansas City based team keeping your business in Kansas City
Our Mission
We want to build upon a company that is rooted in the community. We are dedicated to preserving and enhancing your company’s legacy and committed to the continued wellbeing of the employee base.
​Employee Retention Assurance: At closing, every team member is retained, including their job title, responsibilities, compensation, and benefits. We understand the irreplaceable value of great people.
​Operational Continuity: The core of how your business operates is preserved. We are seeking a thriving and profitable enterprise, where we can focus on investing in growth, not on cost-cutting.
Our Values
Integrity
We are a team that puts honesty first and focus on being straightforward and to the point. Clients and colleagues are not numbers and items to be transacted, but partners with whom we find success together. Acquiring a quality business and developing trust and confidence with our partners are our two primary goals.
Teamwork
Taking care of the business means we put the needs of the clients and our team before ourselves. Putting our partnerships before us is the right thing to do and is what builds long-term success.
Humility
This is non-negotiable. One of the best tools in the leader’s toolbox is the three-word phrase, ‘I don’t know.’ We admit we don’t have all the answers to every problem, but we know that we can collaborate with our teams to get ideas and find answers that help the business move forward.
What We Look For
Financial
Profile
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Strong performance & growth
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$1M - $2M annual revenue (outside this range can be case-by-case)
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3+ years of profitability
Company
Professional and Financial Services
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Recurring revenue
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Lasting client relationships
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Excellent employee relationships
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Diverse client mix
Niche
Accounting & Financial Services
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Financial advisory firms with a strong B2B Focus
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Strong industry growth & tailwinds
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Non-seasonal or cyclical cash flows
