We begin with a short, confidential call to learn about you, your business, and what you’re hoping to achieve—whether that’s accelerating growth, stepping back from day-to-day operations, or planning your retirement. We’ll also share more about who we are, how we operate, and what partnering with Jones Lake Management looks like.
How a Deal Works
Insights, resources, and guidance to help you make informed decisions.
Every transition is personal. Whether you’re planning for growth or preparing for succession, our goal is to honor the business you’ve built, support your people, and ensure long-term success. We approach every conversation with discretion, respect, and a commitment to doing what’s right for owners, employees, and clients.
How a Deal Works
If the fit feels right, we’ll meet in person to continue the conversation. This is your opportunity to ask questions, discuss your goals, and explore how a transition could support your employees, customers, and the legacy you’ve built.
Within two weeks of receiving three years of basic financial information, we’ll provide a clear and straightforward Letter of Intent.
It typically outlines:
Structure: Most partnerships are structured as an asset purchase with agreed-upon assumed liabilities.
Consideration: This often includes an upfront cash payment and, depending on the circumstances, may also include a short-term seller note or other mutually beneficial components.
Working Capital: A defined amount of working capital, such as receivables, inventory, and select balance sheet items, is incorporated to ensure a smooth transition.
Once we align on the Letter of Intent, we move efficiently while keeping the process simple and transparent.
Due Diligence: Our team reviews key financials, visits the business, and spends time understanding your operations, your people, and your goals. We’re not just evaluating the business—we’re learning how best to support it.
Legal Documentation: We keep documentation straightforward and reasonable. Our goal is to create clarity, not complexity.
From signed letter of intent to closing, the process typically takes 75–90 days.
At closing, we host an all-team meeting to:
- Introduce Jones Lake Management
- Answer questions
- Provide reassurance about continuity
- Share how we support teams during transition
Our goal is a smooth, confident handoff—one that preserves relationships, protects employees, and positions the business for long-term success.
Empowering Founders.
Elevating Teams.
Expanding Markets.
Owners choose Jones Lake Management because we do more than acquire, we partner. We honor each company’s legacy while providing the capital, structure, and resources needed to fuel growth.
From promoting long-time employees into leadership, to expanding services and investing in new capabilities, we create opportunities for teams and founders alike. With Jones Lake Management, businesses gain a partner who supports their people, strengthens their markets, and builds for the future.
If you’re exploring the next chapter for your business, we’d love to connect. Enter your information today, and let’s start the conversation about what growth could look like together.