A Successional Ownership Transition Plan:

Are you ready to start your business transition?

 

True Valley Partners collaborates with businesses seeking a long-term solution for their operational and financial needs

 

We are committed to preserving the legacy that you have built and are prioritizing companies whose owners are seeking an attractive exit strategy, while looking forward to the next chapter of growth

More About Us

 

The True Valley Difference

LEGACY PRESERVATION
We are deeply committed to your long-term vision, grounded in trust and transparency

Icon - Hand and Key- Ownership Mindset

OWNERSHIP MINDSET
We share the risk and work alongside your team to optimize the outcome for all

Icon - People - People-First Culture

PEOPLE-FIRST CULTURE
We believe the most important part of a business transition is people as a first priority

Headshot of Nick Buege, Founder of True Valley Partners
 

NICK BUEGE

Founder, Managing Partner

As a native of the Midwest, Nick has always believed in the values that were embedded in his upbringing: strong work ethic, integrity, humility, and helping others.

He founded True Valley with the goal to acquire and grow a business for the long-term. He is excited to partner with an owner looking to transition their business to a like-minded individual whose greatest strengths and passions are in alignment with his. Prior to TVP, Nick was a management and technology consultant for Deloitte Consulting.

He holds degrees from the Northwestern University’s Kellogg School of Management and University of Illinois’ Gies College of Business.

Find out more about Nick’s entrepreneurial journey here.

True Valley Partners is an operationally-focused investment fund targeting to acquire, operate, and grow an exceptional company

 

Investment Criteria

 

BUSINESS PROFILE

  • Compelling reason for exiting business (Retirement, lack of succession plan)

  • Annual Revenues: $5M or greater

  • EBITDA: $1.5M - $4.5M

  • ARR: $3M - $6M

  • Annual Free Cash Flow: $1M - $7M

  • Stable and growing cash flows

  • Low customer concentration

INDUSTRY PROFILE

  • Business-to-Business Services

  • Environmental Services

  • Government Services

  • Healthcare

  • Software (B2B)

  • Transportation & Logistics

Our Approach to a long-lasting Partnership

Focused on trust and valued relationships. We are your partner in the next step toward reaching your goals. We understand that selling your business is a life milestone, that is why we have a clearly defined process that focuses on building trust and value.

1. Exploration

Conversation on the goals and future of your business. We want to learn about your “why”

 

2. Face-to-Face Meeting & Indication of Interest

In-person conversation to further discuss the goals and future of your business. If we are aligned, we will request company financials to get a range estimate on a market valuation

 

3. Additional Information & Letter of Intent

Once we have a mutual understanding on the value of your business, we may request additional information ahead of submitting a formal Letter of Intent that discloses our terms

 

4. Terms of Agreement & Final Diligence

Conversation on final price (e.g., equity & debt structure, seller financing, etc.) Once we have agreed upon terms, we will move efficiently through diligence (legal, accounting, IT, etc.) to ensure transparency and accuracy is maintained in the transaction

 

5. Closing & Celebration

Once we reach the finish line on diligence, we will sign the final documents, wire the funds, and celebrate! An executive transition plan will be created for seamless leadership transition to ensure protection of you and your company’s reputation

Investor Partners

 

Contact Us

Use the form here, or email us at contact@truevalleypartners.com