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Sage Succession

Sage Succession is a search fund based in the United States that focuses on acquiring and operating small businesses with annual revenues of $4 million or more. The organization is led by Nick Wheeler, an Army Special Forces Veteran.

Recorded stages
Friends Family, Angel, Seed, Seed Plus, Series A, Series A Plus, Series B, Series B Plus, Series C, Series C Plus, Series D, Series E, Series F, Growth Equity
Recorded regions
United States

Online destinations

Find Sage Succession online

Where to find this organization online, grouped by who runs each page. A link here does not mean the organization controls it.

Official links

Pages the organization runs itself.

Overview

Sage Succession is an organization founded by Nick Wheeler, an entrepreneur and Army Special Forces Veteran. Based in the United States, Sage Succession focuses on acquiring and operating a business for the long term. The organization seeks to acquire companies with annual sales of $4 million or more and pre-tax profits ranging from $750,000 to $4 million, particularly those where the owner is looking for a succession plan.

Focus

Sage Succession seeks to acquire companies with annual sales of $4 million or more and pre-tax profits ranging from $750,000 to $4 million. The organization is particularly interested in businesses where the owner is looking for a succession plan, aiming to maintain the integrity and legacy of the business.

Support

Sage Succession adds value by focusing on long-term operations, direct communication, and flexible terms. The organization aims to preserve the legacy of the business owner while ensuring employee continuity and maintaining a stable operational environment.

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