We’re driven, locally rooted entrepreneurs—not a distant investment firm focused on short-term gains. With deep ties to Arizona, we’re committed to investing in and supporting our local community. We take a thoughtful, hands-on approach to learning about the business and building a strong relationship with you, giving both of us the time to assess if we’re the right fit for a successful transition. This collaborative process ensures we can determine together whether this is the right next step for the business and its future.

Additionally, we’re committed to offering a fair, market-driven price, ensuring you’re compensated for the value you’ve built while also facilitating a smooth transition. We’re open to exploring different deal structures to find the approach that works best for you and aligns with your goals.

We believe strong alignment and a solid owner/buyer relationship are key to a smooth transition and long-term success. Tim has sold a company, and we’ve seen the Tuft & Needle acquisition up close, so we have a clear sense of what works—and what to watch out for—when ownership changes hands.

Financial terms, legal docs, and deal structure are all important. But they’re not the only things that matter, and that can get lost in the momentum of a deal. Even the most well-crafted agreement doesn’t guarantee a smooth handoff if there isn’t real trust and alignment between both sides.

As investors and operators, we’ve seen how much cultural fit, shared values, and clear communication shape outcomes after the deal closes. That’s why we put so much weight on building a strong connection with the owner from the start—to make sure the business is set up to thrive well beyond the transition.

We don’t pretend to have all the answers, but we’d be happy to roll up our sleeves and work alongside you during this exploration phase to "test drive" how we collaborate. This approach allows us to dig deeper than surface-level conversations and really get into the details. We don’t believe in “high-level” consulting where we sit at a whiteboard tossing around buzzwords or creating fancy spreadsheets.

What this looks like for each business varies, and we’re flexible to how you’d like to approach it. We’ll focus on working together in a way that makes sense for you, whether that’s brainstorming ideas, walking through operational processes, or tackling real issues.

This will give you the opportunity to understand how we’d think about the business, how we’d approach the specific concerns/challenges you’ve outlined, and how we’d make key decisions moving forward. Hopefully, this approach gives us both more clarity on whether we think there’s a good fit moving forward.

We’re primarily interested in businesses that have been operating for an extended period of time with stable operating histories and are in durable industries. Ideally, we're looking for companies that generate between $500k and $2M in owner earnings, have strong margin profiles, and are well-established with a loyal customer base. We’re agnostic on industry, so whether you're in retail, B2B services, specialized manufacturing, or other stable sectors, if your business competes in a regional geographic area or operates in a niche market, and has a unique competitive advantage, we’d love to chat.
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We're especially interested in businesses where there’s an opportunity to improve efficiency, leverage software or technology to streamline operations, and use digital marketing to accelerate growth. We do avoid industries that are highly speculative or volatile in nature.

Our focus with Zags is on working with owners looking to sell their company, but we do take on a small number of paid consulting opportunities based on current bandwidth and availability. If you think our expertise could help you and your business, feel free to reach out! Our consulting projects start at $25k per month.