Partnership journey

We built a partnership model reflecting how we would’ve liked to sell. Putting the owner first.

To assist in evaluating if we are the right partner for you, we've highlighted a few roles that might match your personal and professional ambitions. These are no exhaustive and are only meant as starting points to an open conversation about how we can best address your needs and desires.

  • We understand completely that moving on to personal pursuit might be what is best. Although saddened to see you go, we would be happy to offer a full buy-out of your shares at a fair market price in cash at closing.

  • We anticipate that you may wish to sever your full-time ties while still being excited about Forward Partner's ability to grow the business. To support this, we would be happy to rollover some of your equity so you can to benefit from the future growth of your company under our leadership. This also helps minimize your tax burden while providing some recurring income and upside potential.

  • We understand that you might want to engage in discussions, attend business and social events, and/or serve as a counsel to our leadership team. Your expertise in shaping the strategic direction of the company would be much appreciated and this could be a way for you to stay engaged without day-to-day responsibilities.

  • We would also value your roles as a board member which although more committal comes with steady compensation and more in-depth interaction with our team of seasoned investors and operators who will constitute the new board. Your proven ability to engage with a diverse audience and deep knowledge of the company make you ideal candidates to guide and inspire our leadership team forward.

People want to be part of something big and exciting - and they want to know how they fit in. Tell them!

- Brad Jacob, CEO of 7 Multi-billion dollar companies

Our Process

Take a minute to write an introduction that is short, sweet, and to the point. If you sell something, use this space to describe it in detail and tell us why we should make a purchase. Tap into your creativity. You’ve got this.

15 mins

Intro Call

Get to know each other and discuss your goals

Learn more about your business and futureplans

Meet

48 hours

1 - 2 weeks

Letter of Intent

Explore ideas. TBD text

60 - 90 days

Planning

Deep dive together to set up a successful transition

1 day

Deal Closed

Celebrate the beginning of our journey together

It’s not what you preach; it’s what you tolerate.

- Jocko Willink, Navy SEAL

The Private Equity expertise but with a long-term view and a dedication to one company

We have somewhat greater incentives than many other firms to align our objectives with those of the company we acquire. That is why we are the largest investors in our fund (by contrast, industry convention only requires VCs to put up 1% of the total capital of the fund.

To us, the long-developed company moat and deep customer relationships of great companies set the bedrock for a unique understanding of the industry, while the injection of new talents, capital, and, most importantly, vision provides the fuel to bring the industry forward. That’s a unique combination that requires time and focus.

So, unlike the Hedge Fund daily “mark to market” or private equity, which has a 5-7-year holding period before the next “liquidity” event, we intend to own and operate the company forever.

Because that’s what it takes to create greatness.

Holding period

Infinite

Less than 5 years

Management

New, Owner CEO

Existing/Hired CEO

Deal source

Direct

Auction

Cost cutting

Never

Main value lever

Due dilligence

Under your terms

Extensive

Technology investment

Always and critical

Never or superficial

People development

Train and hire

Consultants

Private Equity

Forward Partner