Process

1

Introduction

It starts with a conversation. We want to hear your story, understand what you've built, and learn what matters most to you as you think about the future. We strive to get to an in person meeting as quickly as possible. Lunch is on us. Everything is kept strictly confidential.

2

Get to Know Your Business

At your pace, we'll begin learning more about your business. That might mean a site visit to walk the floor and meet your team, or it might start with a phone call and some basic financial information. However you're most comfortable, our goal is to understand what makes your company special and provide a preliminary estimate of its value.

3

Letter of Intent

If we're aligned, we'll put together a Letter of Intent that outlines price, structure, and a shared vision for the future. Our goal is a roadmap that is clear, fair, and shaped around your priorities.

4

Deep Dive Review and Transition Planning

We'll carefully review the details of your business, begin the legal documentation process, and work alongside you to confirm that everything is in place. Together, we'll plan for the future by defining roles, identifying areas for investment, and ensuring the transition works for both you and your team.

5

Close

We finalize the agreement, wire funds, and take a moment to celebrate. But closing day is just the beginning. From day one, our commitment is to honor what you've built while investing in the future of the business and its people.

The Terra Mar Model

The Terra Mar Model is unique from other potential buyers.

Concentration

This is not one of many investments. There is no portfolio. We are betting our entire career on your business. We have to make it work.

Flexibility

There is no prescriptive path. We can structure the deal in a way that allows everyone to win, solving for your unique needs and vision for the future.

Commitment

This is not absentee ownership. Jackson will move his family to the business. He will walk through the front door every morning.

Stewardship

We need every part of what you built. The team, the customers, the reputation. Nothing gets stripped out. We protect what matters most to you and build from there.

Confidence

Our capital is committed before we ever make an offer. When we submit a Letter of Intent, we have the resources and the backing to close.