Smith & Long

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ACQUISITIONS AND SUCCESSION PLANNING

Smith and Long specializes in strategic acquisitions that are customized to each unique Business Owner and the market that they serve. We tailor our approach to ensure we have alignment on valuation expectations, company culture, and go-forward operations.

Tailored Strategic Acquisitions

In working with Business Owners, we first seek to understand the ‘why’ and then work collaboratively on the ‘how’.We have successfully acquired over 20 businesses and continue to seek out partnerships that allow both parties to win together.

We have a high preference for working with Business Owners who love the trades as much as we do. Through all of our acquisitions, we have not downsized or made redundant a single role; in fact, we often have to add staff quickly as we start to engage in cross selling and transferring existing business to the new local team. Our client retention rate post close is remarkably high because of the legwork we put in getting to know you and your business before the deal closes.

Our Approach to Business Ownership and Growth

We understand the trades and the highly localized nature of servicing clients; as such, our business model is de-centralized and enables regional leadership to run their operations in a manner best befitting the portfolio.We want Business Owners to stay engaged and focus on the fun parts of the business! When we talk about Succession Planning, the right time to start the conversation is always earlier rather than later.We can discuss the beginnings of collaboration and plan a staged exit that happens over a period of time.This allows us to grow together and fit in the pieces required to keep the company moving on an upward trajectory.

Contact Us Today

If you are a Business Owner who is considering their Exit or Succession Plan, reach out today to lean more about us and allow us to learn more about you and your business.