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.
When a conversation
may make sense
You want to take chips off the table
Succession is becoming real
A buyer has approached you
You need a long-term partner
You want a better next chapter
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
Private First Conversation
See What Makes Sense
Confidential Information Review
Plain Answer
Next Step, If Any
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.