Ideal client profile


Are You Our Ideal Client?

If you are an enterprising individual in your 40s, 50s, or 60s, who has successfully run a thriving business for several years, you may be the perfect fit for Sagewood. We seek clients like you—visionaries who take immense pride in their work and believe in working hard to achieve their goals. You are not just a business owner; you are a subject matter expert in your industry, having built a business with your hands, services, or products.

Navigating Challenges and Seeking Clarity:

Perhaps you are currently facing some short-term challenges or experiencing personal stress or burnout due to the responsibilities that come with running a successful business. You have come to realize that it’s time to seek professional guidance and information to make informed decisions about your business’s future. Sagewood is here to provide the support you need to navigate these challenges and gain clarity about your next steps.

An Exit Strategy for the Next Phase:

At Sagewood, we understand that the decision to explore selling your business is not driven by failure or financial distress. Instead, it’s an acknowledgment that you are ready for the next phase of your life. You envision a future where you can transition gracefully, ensuring the legacy you’ve built through your business is preserved. Our mission is to help you create a strategic exit plan that aligns with your long-term vision.

The Entrepreneurial Spirit:

You embody the rugged and individualistic spirit of an entrepreneur. Self-reliance and hard work are the cornerstones of your success. We admire your dedication and commitment to your family’s well-being and your community. At Sagewood, we share your values and are passionate about helping entrepreneurs like you achieve success while maintaining a down-to-earth approach.

Guidance and Partnership:

When you seek an advisor, you want more than just industry expertise. You desire a trusted guide who can relate to your journey and understand your personal motivations. At Sagewood, we aim to be that partner for you, providing not only expert advice but also genuine empathy and support throughout the process.

Preparing for a Successful Transition:

We know that preparing your business for sale may require some optimization and enhancement. You are willing to invest the time and effort needed to ensure that your business is positioned to fetch its maximum value when the time is right. Whether it takes 30 days or up to three years, we are committed to walking this journey with you.

If this description resonates with you, we encourage you to explore how Sagewood can be the trusted advisor you need on your path to a successful business transition.