Partner Support
Value Proposition to Sellers
We tailor each transaction to meet the needs of our seller partners. Whether that’s growth capital and operational expertise or an offramp to retirement, we work every day to be the best stewards for your business. It’s your life’s work, and we know this will never be a one size fits all deal.
Benefits of Capital Partnership
Liquidity and Succession Planning
- Take “chips off the table” and monetize the value of your firm
- Pay off all existing debt on the business
- Potential for increased margins and revenue with strong management support
- Clear retirement path without additional transition planning
Elimination of Administrative Burden
- Strategic initiatives and firm guidance provided by the Forth Board
- Larger team of peers to act as a resource
Benefit from Meaningful Equity Upside
- Ongoing rollover investment provides meaningful upside potential
- Rollover Equity receives full valuation potential as the Company benefits from increased scale and synergies
- Full Alignment of Interest Across the Company
Junior Partner Retention
- Junior Partners can receive liquidity events 30+ years sooner than a status quo scenario.
- Expedited Path to Partnership
Relationship Focus
- Give direction, but let the experts help realize the true potential of a business
- This is a sellers’ life work: Forth is a good steward to their clients and their brand.
- “Win-Win” partnerships are a must. Sellers today build tomorrow’s pipeline.