Private conversations for owners considering a sale, succession, or long-term partner.

Leaf Family Capital is a family-owned investment company. If you're thinking about selling, taking some chips off the table, bringing in a partner, or planning your next chapter, you can start with a private conversation with Terry.

That first conversation is simple: what you've built, what you want, what's going on now, and whether there may be a real fit.

Deal directly and confidentially with Terry.

$150M+ Worked on transactions and industrial projects totaling over $150 million
Global JV Work Experience with cross-border manufacturing, joint venture, and supply chain projects spanning the US, Europe, and Asia
Owner Experience Owned, bought, and worked with local businesses
Strategic Partnerships Growth through industrial operators, supply chain access, and capital partners

When a conversation
may make sense

01

You may want to sell

You're ready now, or you want to understand whether your business could be sold on terms you'd actually accept.
02

You want to take chips off the table

You want some liquidity while preserving continuity, upside, or involvement in the business.
03

Succession is becoming real

You're thinking about retirement, family transition, management succession, or what happens if you're no longer the one carrying the company.
04

A buyer has approached you

Someone has shown interest, and you want a private read before giving away information, time, or leverage.
05

You need a long-term partner

The business has room to grow, but the next step may require capital, operating support, relationships, or a stronger ownership plan.
06

You want a better next chapter

You have built something real and want to protect your people, customers, reputation, and family outcome.

Messy is fine.
Serious matters.

Your business doesn't need perfect books, a polished presentation, or everything cleaned up in advance. If you're committed, your business makes money, and there's a real sale, succession, partial exit, or partner question, it's worth a private conversation.

We're open to

  • Profitable businesses that aren't perfectly cleaned up
  • Owner-led companies where you're still important
  • Family businesses with succession or transition complexity
  • Businesses with imperfect records but real customers and cash flow
  • Owners who know the business needs work before or during a transition
  • Situations where privacy, trust, and practical judgment matter

The real filter

  • You're serious and responsive
  • The business has customers and makes money
  • You're thinking about the future of your business
  • You want a candid conversation, not a sales pitch
  • You're not just shopping gossip or chasing a casual number

A serious conversation doesn't need to feel like Wall Street.

You can talk through a possible sale, succession, partial exit, or partnership in plain English, at your pace, and without turning it into a public event.

If there's a possible fit, we'll talk through what could make sense. If there isn't, you'll still get a straight answer.

A simple private conversation under your control

1

Private First Conversation

We talk about your business, your goals, your timing, and what kind of outcome would actually matter to you.
2

See What Makes Sense

If you're serious and your business is making money, we'll talk through what could make sense: sale, partial exit, succession, partner conversation, or direct investment review.
3

Confidential Information Review

If there's mutual interest, we sign a mutual NDA so that we can safely and confidentially review the details of your business.
4

Plain Answer

We'll tell you whether we see a possible fit, what concerns us, and what a practical next step could look like.
5

Next Step, If Any

If anything needs to go outside the room, you approve it first. We don't contact anyone without your approval.
If you were introduced by a CPA, attorney, banker, broker, consultant, friend, or other trusted advisor, that relationship is respected. We don't cut people out or create confusion around protected introductions.

Questions owners usually ask first

Are you a broker?

No. We speak for Leaf Family Capital, not as a listing agent. If there's a fit, we'll talk privately about what could make sense.

Are you a private equity firm?

No. Leaf Family Capital is a family-owned investment company. We look at each situation on its own merits and focus on fit, trust, and practical terms.

Do I need to be ready to sell today?

No. Some owners are ready now. Others are thinking one to three years ahead. The common thread is seriousness: you should have a real decision, transition, or ownership question on the horizon.

What kinds of businesses do you look at?

We don't limit conversations by industry label. If your business has customers, cash flow, and you're serious about sale, succession, partial exit, or partnership, it's worth a conversation. Messy is fine. Serious matters.

Will you contact anyone without my permission?

No. We don't contact buyers, lenders, employees, competitors, advisors, or outside parties without your permission. Confidentiality and your control come first.

Will you work with my CPA, attorney, banker, broker, or advisor?

Yes, where appropriate. We respect existing advisory relationships and protected introductions. We're not trying to disrupt trusted relationships.

What if you're not the right buyer?

We'll say so directly. In some cases, the conversation may still help clarify what kind of introductions or next steps would make more sense.

What is the first conversation like?

Plain and confidential. We'll talk about what you built, what you want, what you're trying to avoid, and whether there's a practical reason to keep talking.

Thinking about selling, succession, partial exit, or a partner?

Start with a private conversation with Terry. No obligation. No pressure. No calls behind your back.

Family-owned capital. Direct owner conversations. Confidential next steps.