Purpose Equity: simplified exit planning for values-driven business owners

Scores of advisory firms help business owners sell their company or plan an exit, but most are purely transactional. Purpose Equity is a new firm where partners Dan D’Alberto and Nathan Bocock help owners understand what they have, protect what they’ve built, and get the most for their business without sacrificing their greater purposes.

Dan D’Alberto, who leads the mergers and acquisitions team, has worked with numerous business owners over the past 15 years as an attorney, investment banker and counselor. As the leader of the investment team, Nathan Bocock specializes in providing growth opportunities to business owners – young and old – to either reinvigorate businesses that need capital and energy, or to launch businesses and support the entrepreneurs that run them.

“Nathan and I are excited to launch Purpose Equity because we are convinced that there is much more at stake than the money. Lower middle-market businesses built this country, and the entrepreneurs who created them, deserve more attention than most investment bankers and business brokers can provide,” said D’Alberto.

Purpose Equity is for companies without an exit plan and owners whose purpose is serving others. Whether they have been contacted by private equity groups and aren’t sure how to respond or need to transition but aren’t sure how to go about it, Purpose Equity can help.

“Most of our clients have spent their lives building a company, and they don’t want to live with regrets over their exit. Having built and sold our own businesses, we understand the desire to get that right,” Bocock noted. “That’s why we start by learning what matters most to our clients and then guide them through the process with their purposes in mind.”

As noted theologian and author J.I. Packer says in his book, Knowing God, “Wisdom is the power to see, and the inclination to choose, the best and highest goal together with the surest means of attaining it.” This is the lens through which Purpose Equity applies its process – our clients’ goals and the best way to achieve them are at the core of the new company’s offering.

As one Purpose Equity client said, “We worked with Dan to accomplish the buyout of a commercial subcontractor. It was a win-win for everyone. Dan was a tremendous asset to the process. His proactive and creative approach to business allowed us to develop a unique opportunity for both families and all our employees. I can’t imagine a better deal for our company.”

If you’re a business owner who’s considering a transition, visit purposeequitygroup.com or dial (803) 995-6028 to schedule a confidential call today.