Owner Questions

We start with your last 12 months of profit, then normalize items like owner salary and rent to market levels. Your accountant and ours agree on the final number.

Yes. One multiple, applied to the normalized profit of the whole operating business.

You keep it. The group leases the property from you, so your building stays a separate asset that keeps paying you rent.

The share price is set on IPO day by the investors buying into the offering. You see their proposed price before you commit. If there isn't enough demand, you can walk away.

You don't have to. Option A pays the most cash. The higher multiples for more stock are there because we want owners who plan to stay and build the group.

Expect a lock-up of about 12 months after the IPO. After that you can sell, ideally in steady amounts over time.

We pay for the audit of the holding company and the costs of getting to the IPO. If your company needs its own audit, we can repay that cost at closing or help fund it up front.

The LOI has a deadline and an exclusivity period. If the deadline passes, you're released, and being part of it hasn't cost you anything.

No. Deposits are one reason other roll-ups ran out of cash. We pay the upfront costs of getting to the IPO, so that risk sits with us.

Plan on 9 to 12 months. The SEC process takes about 6 months once every company has audited numbers, signed agreements and lenders lined up.

After you sign an LOI, we introduce you to the full team: our banker, the auditors and lawyers, and our lead investor, who has taken a company public. You meet all of them before any final agreement.

A CEO runs the holding company. You meet the CEO before you commit, and that person has to earn the trust of every owner in the group.

A contract of about five years, with salary, bonus and stock options tied to the group's growth.

Larger companies may get board representation. We set that once we know who is joining, so we aren't promising it today.

Your team stays. The group combines back-office work like payroll and accounting.

No. Keep your tools and vendors until those contracts end. Over time we share what works best across the group, and you decide what to adopt.

You see every company before you commit. The LOI sets the headline numbers. Once companies sign LOIs with exclusivity, we share the full list, the team and the detailed plan.