Preserving Legacy.
Fueling Growth.
Strategic management and investment oversight for established businesses and farms.
Start a ConversationSuccession & Acquisition
We provide a trusted home for fully functioning, profitable businesses and farms.
The Challenge
Many business owners reach retirement without a clear line of succession. You've built a legacy, but don't have family or partners ready to take the reins. 40-60% of owners face this dilemma today.
Our Solution
We acquire detailed care and respect for what you've built. We offer flexible transition structures including seller financing and gifting strategies to ensure a smooth handover and tax efficiency.
Our Ideal Investment Profile
We are looking for the "Perfect Fit"—established, stable ventures.
$1M - $5M
Annual Revenue
$250k+
Annual Cash Flow (EBITDA)
10+ Years
Proven History
Retiring Owner
Seeking Succession
What exactly is Seller Financing, and why is it preferred?
Seller financing is when you act as the "bank" for a portion of the sale. It is a win-win: it allows us to offer you a better price, and it provides you with a steady, high-interest income stream for years, often reducing your immediate tax burden.
Will my employees be protected?
Absolutely. Unlike Private Equity firms that look to "slash and burn" for efficiency, our goal is long-term stability. Your team is the heart of the business, and preserving that culture is our priority.
Is the sale confidential?
Yes. We understand that rumors can hurt a business. We sign a Non-Disclosure Agreement (NDA) early in the process and operate with strict discretion until the deal is finalized and you are ready to announce.
What if the business struggles after you acquire it?
This is a common concern called "Default Risk." We protect you by ensuring the business usually has significant equity/assets collateralizing your note. Furthermore, our background is in management—we step in to ensure operational excellence, protecting the cash flow that pays you.
How does this affect my taxes?
In a traditional cash sale, you pay capital gains tax on the full amount immediately. With an "installment sale" (seller financing), you only pay tax on the principal you receive each year, potentially keeping you in a lower tax bracket and deferring liability.
About the Holding Company
Crossroads Capital Advisors acts as a central hub for business management and investment oversight. We don't just invest; we steward. Our purpose is to ensure the long-term health and operational excellence of our subsidiary companies.
Let's Discuss Your Legacy
Confidential. Professional. Respectful.