How We
Partner
With Owners
Our process is engineered to be efficient and minimize disruption to the business you run today. We combine the rigor and closing certainty of an institutional investor with the empathy and practicality of a founder-led partner.
The Partnership Process
From our first conversation to the final transition, here is what you can expect from us.
Initial Discovery
We begin with a confidential, principal-to-principal conversation. We focus on listening—understanding the business you've built and aligning on your goals for a transition.
Strategic Assessment
We move quickly to assess strategic fit. Rather than dragging out the process, we review key operational drivers early to ensure we can meet your valuation expectations before moving forward.
Letter of Intent
We present a clear, written offer. We believe in fair valuations and simple terms. Our LOI outlines the valuation, transition plan, and your ongoing role if you choose to stay involved.
Focused Diligence
We verify the details, but we respect your time. We use experienced professionals to conduct diligence efficiently, ensuring your team stays focused on clients, not paperwork.
Transition Planning
We don't wait until the closing dinner to plan the future. We collaborate with you to design a roadmap that protects your company culture and ensures client continuity from Day 1.
Close and Transition
We finalize the partnership and begin a careful transition. You know your business best, so we collaborate to set the pace. We are there to provide hands-on support to you and your team throughout the handover.
Businesses We're Built For
We partner with businesses that serve as the critical infrastructure for their clients—providing the stability and expertise that SMBs rely on.
IT Services
IT MSP and MSSP
- —Ongoing, end-to-end IT management and support
- —Serving small and mid-sized businesses with mission-critical technology needs
- —Proactive monitoring, maintenance, helpdesk support, and project services that keep clients secure, productive, and running smoothly
"We keep clients secure and productive—responding quickly when issues arise, efficiently managing day‑to‑day technology needs, acting as a trusted partner and advisor, and ensuring systems are reliable so business owners can stay focused on running their companies."
HR & People Services
PEO, ASO, and Outsourced HR Services
- —Compliance, payroll taxes, benefits administration, and more
- —Support for onboarding, offboarding, and ongoing best practices
- —Full‑service HR outsourcing and employer services—including PEO and ASO‑style support
"We help clients stay compliant and competetive in their labor market—handling the critical details of compliance and benefits so business owners can build great teams without the administrative burden."
Accounting & Advisory
Accounting, Tax, and Advisory Services
- —Monthly bookkeeping, reconciliations, and cash management fundamentals
- —Tax compliance and annual planning, ensuring clients stay organized and meet all regulatory requirements
- —Forward-looking advisory services such as vCFO support, forecasting, budgeting, KPI dashboards, and scenario planning
"We sit at the heart of our clients' financial decision‑making—ensuring visibility into historical performance, managing tax obligations, strengthening financial processes, and providing forward-looking guidance that helps business owners operate confidently and plan for the future."
Our Commitments to You
These principles guide every conversation and every decision we make.
People are an asset
We invest in talent and resources; we won't treat your team as a line item.
Culture is the foundation
We won' t try to change what got you here.
Your clients are prioritized
Relationships and service continuity come first.
No surprises
We explain the why, how and when.
We measure more than margin
Client satisfaction, employee engagement, and reputation matter.
Ready to Start
a Conversation?
Let's explore whether a partnership with Smithy makes sense for your business. An honest, confidential conversation to determine if we are the right fit.