At The Stonewall Group, our commitment to making a positive impact on the world, through business, is at the core of what we do. We understand that the decision to transition out of owning your professional A&E firm is a significant one, and we are here to ensure that this transition is not just smooth but also highly rewarding. Here's how we make a difference:
The Stonewall Group is your partner when you're ready to embark on a new chapter in your life. Whether you're looking to retire, change your focus, or explore new opportunities, we provide the expertise and support you need to make this transition seamlessly.
Our proven approach to portfolio management and growth ensures that...
- Your business's transition into its next home is secure and rewarding to all parties
- Your customers needs will continue to be met while expectations are exceeded
- Your team members will be empowered with additional resources, relationships, tools, visibility, acumen, and opportunities in both the short and long term
How It Works - Becoming a Portfolio Brand
- Get to Know Each Other: Our journey begins with an informal introductory call or meeting. We want to understand your vision and goals, ensuring that we are the right fit to partner with you in your business transition.
- Sharing Our Philosophy: We believe in transparency and collaboration. During our discussions, we'll share our philosophy and approach to business transition, setting clear expectations for how your business will thrive after the ownership transition. Rest assured, confidentiality is paramount, and we'll execute a Non-Disclosure Agreement (NDA) to protect your sensitive information.
- Sharing Financial Insights: To gauge your business's valuation, we'll request 3 years of Profit and Loss statements. This financial data helps us better understand the potential and opportunities within your business.
- Expectation Alignment: We will level-set our expectations and present you with a Letter of Intent (LOI) that outlines a guaranteed transaction value—all-in. This step ensures that both parties are on the same page, setting the stage for a successful partnership.
- Co-Creating a Transition Plan: A critical aspect of our mutual due diligence is the co-creation of a comprehensive transition plan. Together, we'll outline the steps, timelines, and strategies for a seamless transition, preserving your legacy and ensuring your team and customers are well taken care of.
- Smooth Integration: Once the transition plan is in place, we seamlessly take the reins of your business. Your legacy lives on, and we work diligently to unlock the full potential of your team and maintain the trust of your loyal customers.
Partnering with The Stonewall Group means more than just a change in ownership—it's a commitment to preserving what you've built and nurturing it for future success. Let's embark on this journey together, ensuring your business thrives in the next chapter of its life.