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Your legacy protected.
Your outcome optimized.

We exist to sell exceptional founder-led companies without compromising what makes them exceptional. We protect your legacy and your people, find a long-term home for growth, and maximize value and terms tailored to your situation.

What's next?

Confidential. No obligation.

Confidential. No obligation.

Confidential. No obligation.

Confidential. No obligation.

Confidential. No obligation.

Confidential. No obligation.

Clarity drives better decisions

Because preparation is key

Deals

50+

Buyers

2k+

NPS

9.6

Founder
focus

100%

Exit Readiness Check

Free & Confidential.

See how buyer-ready you are —

without the heavy lift.

Tell us a few essentials in a 15 minute call and we’ll work on a personalized Exit Readiness Snapshot: an indicative score, your top priorities, and a 30/60/90-day starter plan. It’s designed to cut diligence risk, create real buyer competition, and give you leverage on value and terms - while keeping everything confidential.

Serious buyers move fastest (and pay most) when numbers, story, and data room are tight. Readiness turns preparation into premium and protects your legacy, team, and customers.

OUR OFFERING

Founder-first M&A: the right buyer, the right terms.

Succession & Sell-Side M&A

Your life’s work deserves more than a listing. We safeguard legacy, team, and customers while engineering a real market for your company—quietly and with discipline—to achieve the best long-term outcome.

  • Confidential auction: targeted outreach to strategics, PE, and family offices (NDA-gated)

  • Competitive tension: structured deadlines; IOIs → shortlist → management meetings

  • Negotiation: LOI terms—price, WC peg, escrow, earn-out, rollover, seller note

  • Diligence program management: financial/legal/commercial; Q&A and data-room governance

  • Documentation: SPA/APA, schedules, TSA, employment/option plans

  • Working-capital & net-debt mechanics: target calculation and true-up

  • Closing orchestration: consents, approvals, R&W insurance (where appropriate), funds flow

  • Founder-friendly: minimize disruption; weekly cadence; legacy & team protected

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Exit Readiness & Valuation

We assess buyer-readiness, identify gaps, and deliver a 30/60/90 plan plus materials and data-room roadmap. In parallel, an indicative valuation—multiples, comps, adjustments—gives a range and levers to maximize terms.

  • Indicative valuation: revenue/EBITDA multiples, comps, and key drivers

  • EBITDA normalization: owner comp, one-time items, related-party adjustments

  • KPI review & forecasting: growth, margin, retention/churn, capacity

  • QoE readiness pack: reconciliations, GL support, schedules (buyer-ready)

  • Buyer materials: teaser, executive summary, CIM outline (story & thesis)

  • Data room setup: index, file naming, permissions, NDA gating

  • Working-capital model: seasonality, target peg, true-up logic

  • 30/60/90-day plan: priority fixes, owners, timeline, go-to-market date

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“18 months of focused readiness - clean revenue, normalized EBITDA, lower concentration, real bench - meant a clean data room and clear buyer thesis; launch was smooth, with multiple qualified bids and stronger terms."

Bob Simon, Former Owner of a Vertical ERP Software Provider

FAQ
Leuchtturm

Sector Coverage

Sector-agnostic. Specialized where it counts.

We work across industries and bring in proven sector and functional experts as needed. You get lean leadership with exactly the expertise your situation requires.

Software

Recurring revenue, strong retention, clear roadmap.

Manufacturing

Quality assured, capacity utilized, proprietary know-how.

IT Services

Contracted MSP/MSSP, sticky clients, scalable bench.

Construction

Margin by project, schedule discipline, repeat clients.

Healthcare

Compliant workflows, stable providers, durable referrals.

Sustainability

Bankable unit economics, contracted demand, proof of impact.

B2B Services

Mission-critical delivery, low concentration, visible backlog.

Other

Complex or niche businesses that don’t fit a standard label.

Founder-grade snapshots of active buyers, recent deals, and valuation ranges

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Meet the Founder

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Founding Partner

Bronson Carpenter

I help founders and investors turn complexity into closed deals. Over the last decade I’ve worked across investment banking, private equity, and real estate —so I’m as comfortable building the model as I am negotiating the last turn of the LOI. I’m sector-agnostic, outcome-led, and obsessed with clean processes that create real competition and better terms (not just higher price). I graduated from The Wharton School of the University of Pennsylvania.

 
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“I have real respect for the sweat it takes to build a company. That’s why I run a focused practice - few mandates, full attention, no handoffs. If we work together, I’ll give you my best, expect accountability on both sides, and make sure we actually enjoy the process. Good deals need great chemistry."

Bronson Carpenter, Founder

 

Exploring your Options?

How We Work 

Preparation that pays
High-caliber materials, disciplined data room, and KPI cadences that shorten diligence and raise certainty.

Terms > headline
A structured scorecard (price plus certainty, structure, and risk) so you negotiate from strength—not hope.

Founder empathy
Minimize disruption, protect confidentiality, and plan leadership/customer continuity before the LOI.

Legacy & people first
Guard what matters: culture, key teams, and customer relationships—align buyer intent with your values and brand.

Senior-only execution

No handoffs—one lead from teaser to closing, in every negotiation and buyer call.

schwarzer Hintergrund

Let's Talk About You and Your Business

We are looking forward to hear your story.

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600 Congress Ave., Austin, TX 78701, USA

+ 1 512 6170424

© Copyright Carpenter Succession Partners

Carpenter Succession Partners is not a registered broker-dealer. Services are limited to M&A advisory under Exchange Act §15(b)(13). No securities are offered or sold via this website.

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