Pichardo Rudd Private Equity
For business owners

You built the business.
What comes next?

Whether you are considering a sale, a step back from daily work or an ongoing role, the conversation starts with your priorities.

Start with the situation

A first conversation is not a commitment.

Tell us what the business does, what matters to you and what you are considering. You do not need a finished sale process or a set of transaction terms to introduce the opportunity.

Keep the initial introduction non-confidential. Detailed records can wait until the next steps and any confidentiality arrangements have been agreed.

An initial conversation.

Discuss the business, your goals, the approximate size of the operation and the role you would like to have after a transaction.

A closer review.

If there is a mutual fit, agree on information sharing and confidentiality before reviewing the financial records, team, property arrangements and operating needs.

Terms and financing.

Discuss value, ownership, seller participation and a transition plan. Any proposal remains subject to diligence, financing and the required agreements.

Diligence and a handover.

If the parties proceed, complete the detailed review and documentation, confirm financing and agree how responsibilities will transfer at closing.

The process and timing depend on the business. An introduction does not create an engagement, a financing commitment or a confidentiality agreement.

Can I remain involved?

Yes, that is a conversation we are open to having. A transition role, continuing operating responsibility or retained ownership is considered individually and would need to be documented in the transaction terms.

Does the business need to own its building?

No. The operating business is the focus. A suitable, transferable lease can be considered; the location and property arrangements remain part of the review.

How is the business valued?

Each opportunity is considered individually. The review includes earnings quality, owner replacement costs, working capital, equipment and the investment needed to support the operation. The acquisition ranges on this site are not a valuation formula.

Is acquisition capital already committed?

No committed acquisition capital is represented on this website. We operate as an independent sponsor and arrange investor equity for each opportunity. Financing and transaction terms must be agreed before a transaction can close.

Can an adviser make the introduction?

Yes. Owners, advisers and professional introductions are welcome. Start with a non-confidential description of the business and identify your relationship to it. Any engagement or compensation would require a separate agreement.

A first conversation

Speak directly with the principals.

Discuss your business