Meet EquityWell

EquityWell is a way to provide business owners with predictable monthly income over a period of 5 to 10 years, based on the value of your business. The benefits of this acquisition model are:

  • Predictable Monthly Income
  • Favorable Tax Outcomes v. a Lump Sum Sale
  • Maintain Partial Ownership
  • No Closing Costs, Broker Fees, or Hidden Fees
  • Professionally Managed to Grow the Business for a Second Exit for You.

Why Choose EquityWell over a Brokered Sale?

EquityWell saves you money, provides sustainable income, and gives you another chance to profit on a second exit.

See Our Hypothetical $1 Million Example

Details
EquityWell Acquisition Plan
Brokered Sale
Offer Price
$1,000,000
$1,000,000
Broker Fee (10-20%)
$0.00
-$100,000
Taxes
-$280,000
-400,000
Total Value Kept
$720,000
$500,000

How Does the Buying Process Work?

  • Because we aren’t business brokers and we can acquire quickly, we will make you an offer within 10 business days.
  • See our Three Step Process which take about 30-45 Days to Close

How the EquityWell Process Works

Get an Offer in as quickly as 10 Business Days

Evaluate
  • We work with you to put an initial valuation on your business through our transparent and understandable valuation model.
  • We make you an offer within 10 business days
Transition
  • We work with you and your team to learn about your business
  • We interview your employees, vendors, and customers to ensure a smooth transition and deeper understanding of your business
Operate
  • At no cost to you, we finalize the terms of the acquisition, and close the deal
  • We then commence day to day operations
The Business Owner’s Golden Parachute

Exit Your Business, Maintain Your Lifestyle, & Legacy