Thinking About Selling Your Business?.

At Zachary Partners, we know that selling your business isn’t just a financial transaction—it’s personal. You've put in the years, the effort, and the heart to build something that matters. When the time comes to explore a transition, you deserve a partner who respects that legacy and works with you to unlock what’s next.

We’re not your typical private equity firm—and we don’t want to be.

We’re entrepreneurs ourselves, committed to rolling up our sleeves and helping strong businesses grow—not flipping them, over-leveraging them, or stripping them for parts. Whether you’re ready to step away, stay involved, or something in between, we’ll craft a deal structure that works for you and keeps your team, culture, and values at the center of the next chapter.

Selling Your Business: Step-by-Step

  • ❖1. Initial Conversation

    A casual, confidential chat to learn about your business, goals, and whether we’re the right fit.

  • ❖2. Business Review

    We review high-level financials and business fundamentals to better understand performance, operations, and potential.

  • ❖3. Indication of Interest (IOI)

    We provide a preliminary, non-binding valuation range based on our understanding of the business.

  • ❖4. Site Visit & Relationship Building

    We meet in person, tour the business, and spend time with you and key team members to build trust and alignment.

  • ❖5. Letter of Intent (LOI)

    We submit a formal, non-binding offer outlining proposed purchase price, structure, and key terms.

  • ❖6. Due Diligence

    A detailed (yet respectful) process to validate financial, legal, and operational aspects of the business.

  • 7. Final Agreement & Closing

    We finalize documents, align transition plans, and celebrate the start of a new chapter—together.

  • 8. Post-Close Partnership

    Whether you stay involved or transition out, we work to ensure a smooth handoff, support your team, and preserve your legacy.

A PARTNER YOU CAN TRUST

What Makes Us Different?

We’re looking to partner with owners who care deeply about the legacy of their business and the people behind it. If you’re thinking about succession, growth, or stepping away, we bring more than capital — we bring integrity, respect, and a long-term mindset. Our promise is to listen first, lead with empathy, and carry your business forward with care.

  • You’ve poured years into building your business, and we’re here to continue that legacy—not dismantle it. Our goal is to safeguard what you’ve created while carrying your vision forward with integrity.

  • We’re operators, not just investors. We believe in rolling up our sleeves and actively supporting the growth of your company—rather than simply sitting on the sidelines with spreadsheets.

  • Your team is the heart of your business. That’s why we focus on preserving culture, avoiding mass layoffs, and investing in the people who drive success. We believe that taking care of your employees fuels long-term growth.

  • Every business is unique—and so is every owner’s vision for the future. At Zachary Partners, we collaborate with you to craft a deal that aligns with your personal and professional goals, whether that means a full sale, a partial exit, or continuing on as a partner in the next phase of growth.

    • Stay involved as a partner or transition at your own pace

    • Retain equity to participate in future upside

    • Unlock liquidity today on terms that work for you

    • Protect your team and legacy in every step

    By combining your aspirations with our strategic expertise, we ensure that every facet of the transaction supports what matters most: your vision, your people, and the enduring impact of your business.

Our Acquisition Criteria

We are looking for businesses with the following attributes.

Financials

annual earnings: $1M - $10M

annual revenue: $5M - $50M

Operating History: Preferably 10+ years

Ownership Situation

Ready for Leadership Transition

Desire For Liquidity

Strong Growth Ambitions

Seeks to De-Risk Business

Industry

Industrial & Technical Services

Specialized Manufacturing

Healthcare & Medical Technology

Business Services

Location

Chicagoland

Northwest Indiana

Characteristics

Consistent Predictable Performance

Strong Culture & Team

Resilient Industry Dynamics

Clear Growth Potential

Tech-Enabled or Willing to Inovate

TARGET INVESTMENT CRITERIA

What We Look For.

At Zachary Partners, we’re focused on acquiring exceptional businesses with strong fundamentals and enduring potential. We understand how much thought goes into choosing the right partner — and we’ve built our firm around the needs of business owners who care about their legacy, their people, and their future.

❖

Strong Financial Foundation

We look for businesses with consistent revenue, healthy margins, and a strong track record of profitability. A solid financial base sets the stage for meaningful long-term growth.

❖

Scalable with Operational Strength

We invest in companies with proven systems, operational discipline, and room to grow — where local market leadership and process-driven execution can drive lasting expansion.

❖

Aligned Timing and Transition

Whether you're planning for succession, growth, or a strategic shift, we specialize in supporting transitions that require trusted leadership, continuity, and care.

❖

Values-Led Ownership

We want to work with great people and great teams. We partner with founders who prioritize their people, legacy, and long-term outcomes over short-term gains.

Testimonials

  • “Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis incididunt ut labore et dolore magna aliqua ipsum dolor sit amet, con adipiscing elit sed do eiusmod tempor lorem ipsum.”

    — Brandon Altos

  • “Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis incididunt ut labore et dolore magna aliqua ipsum dolor sit amet, con adipiscing elit sed do eiusmod tempor lorem ipsum.”

    — Lauren Scott

Frequently Asked Questions.

  • We focus on businesses with strong fundamentals across various industries. While we often target service-based companies, we are industry-agnostic and evaluate each opportunity based on its potential for sustainable growth.

  • We take a hands-on, strategic approach to value creation. Unlike passive investors, we actively support leadership teams, enhance operations, and drive long-term profitability.

  • We tailor each deal to the needs of the business owner. Whether it’s a full sale, a partial recapitalization, or a structured transition, we create flexible terms that align with both short- and long-term goals.

  • We assess businesses based on cash flow stability, competitive positioning, operational efficiency, and long-term scalability. Our due diligence process ensures alignment between our strategy and the business’s potential.

  • We collaborate with management to design and execute a tailored growth strategy. This may include optimizing operations, strengthening leadership, expanding into new markets, or modernizing technology systems.

  • Not necessarily. Some owners prefer a full exit, while others stay involved from a reduced or advisory capacity. We work with sellers to determine the best transition plan for their goals.

  • We focus on long-term value creation rather than quick flips. Our holding period varies based on the business’s growth trajectory and strategic objectives.

  • If you're interested in selling your business or exploring a partnership, reach out via our Contact Page or email us directly at logan@zacharypartners.com to schedule an initial discussion.

READY TO BEGIN?

Let’s Talk Opportunities.

If you’re a business owner considering a transition or an investor looking for opportunities, we’d love to connect. Reach out to explore how we can create long-term value together.

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