WHAT WE DO
Purpose Equity simplifies the complicated process of transitioning your business, providing you with the information you need to make the best decision possible—leaving you with peace of mind and no regrets.
Call Us When
It’s time to transition your business to the next generation.
You don’t have a buyer in mind and are concerned about the future your employees.
You get an unsolicited call from a potential buyer and aren’t sure how to respond.
Our Services
Sell Side Advisory
Exiting your business can take many forms. Sometimes the best option is selling to a private equity group. Other times, it's recruiting an outside manager, investment partner, or both. Regardless of what's best, you deserve a customized plan that focuses on more than just finding the highest bidder. We'll help you take your business where your heart is calling. We specialize in working with family and founder-owned business owners with $5 million to $50 million in revenue.
Buy Side Advisory
Sometimes the right answer isn’t to sell. We might discover that growing by acquisition is the right path. We help businesses and their owners plan for and seek out acquisition opportunities that meet their goals.
Capital Investments and Partnerships
Purpose Equity matches profitable businesses with capital providers. These relationships allow us to use a combination of talent and capital to create opportunities that elevate the right companies to a higher level, blessing the lives of everyone.