What we look for
We’re interested in established small businesses whose owners want a thoughtful next step, whether that’s a full sale, a partner, or a plan for succession.
A good fit
- An established business with clients who come back.
- An owner thinking about succession, retirement, or bringing in a partner.
- A team worth keeping, and work worth continuing.
- Service businesses, especially professional and business services.
An example
In December 2025 we acquired Morrissey & Associates, a tax practice that had served Ocean County, New Jersey since 1991. It now operates as Namu Advisory, with its clients and its local roots intact, and the support of the Evarexus back office behind it.
How a deal comes together
- A first conversation. You tell us about the business and what you want from a sale or partnership. We tell you how we work.
- A first look. We ask for a short list of information and come back with initial thoughts.
- A letter of intent. If it’s a fit, we put price and terms in writing, in plain language.
- Diligence. We confirm the details, with as little disruption to you and your team as we can manage.
- Closing and transition. We agree how long you’d like to stay involved, and plan the handover together.