“Let me say what a pleasure it is to work with your office and the employees I’ve interacted with have been outstanding. Megan always answers my questions and is so helpful. She is on it and is always so kind when I talk to her. I know that a lot of that has to do with the culture so I just wanted you to know that I appreciate the hard work.”

— developer (transitioned by forming a holding company in 2018)

“I want to thank you for your willingness to continue engaging with me. For some reason, I am more open with you than most. I am thankful for you and I pray the Lord continues to give you a heart for me and us.”

— wholesaler (transitioned by forming a holding company, 2018)

“I really want you to know that I am very blessed to have you walking with me through this. God has brought us together in these moments in time but I know when this is done that this won’t be the end of our relationship. We are just building a tremendous foundation. I think it’s important for you to know the impact you have made in my life. I believe when I prayed to God and told him I need some help, he sent you. I normally walk alone, pouring into others, but your kindness and integrity bring me such peace. I respect how you care about people, and I feel the Holy Spirit move through you. Love you my brother and I pray God will continue to bless you.”

— commercial services contractor (transitioned by selling to a private equity group, 2020)

“We worked with Dan over several years to accomplish the buyout of a commercial subcontractor.  It was a win-win for everyone.  The former owner is now my chairman, and still enjoys coming to the office every day to tend to his business. He has truly been an invaluable resource to me. He was able to get what he wanted out of the business for his family, and I was able to buy a business over time and for a reasonable amount. Dan was a tremendous asset to the process. His proactive and creative approach to business allowed us to develop a unique opportunity for both families and all our employees.  I can’t imagine a better deal for our company.”

— commercial subcontractor (transitioned to new ownership, 2013-2020)

I was constantly getting calls from private equity groups to buy my company. I had no idea how to have those conversations. I found these guys at the right time and turned the process over the them. They walked me through the conversations, and were able to get competing offers 50% higher than the early offers I was getting. More importantly, they handled the transaction with integrity and care, prayerfully walking it through with me every step of the way. I am so thankful for their help and now thankful for their friendship.

– retail equipment repair contractor (transitioned by selling to strategic roll-up, 2020)