ROXBURY & CO.

Our commitment to preserve your legacy —
we offer a straightforward proposition

How we earn your trust — and honor what you’ve built.

Fair, Transparent Value

We work with you and your advisors to arrive at a price that reflects the full picture — not just the financials, but the years of work behind them

Respect for Your People and Culture

Your team, your customers, and your reputation matter. We lead with care and continuity, not disruption

Direct and Confidential

You’ll work directly with decision-makers — no corporate layers, no runaround. Everything stays confidential, always

Transition on Your Terms

Whether you're stepping away fully or staying involved for a period, we’ll build a handover plan around your goals

Long-Term Stewardship

We’re not looking for a quick exit. We take a long view — investing time, capital, and care to grow the business the right way

Integrity at Every Step

We do what we say we’ll do. Every step of the process is handled with professionalism, clarity, and mutual respect

Our Process

Selling your business is challenging enough. Six simple steps to respect your time and your business

Initial meeting

A quick, confidential conversation to learn more about you, your business, and your goals.

We’ll share who we are, how we work, and what we’re looking for

No pressure — just a chance to see if there’s a potential fit

Early review

If there’s mutual interest, we’ll take a closer look at high-level financials and operations

We’ll ask for a few key documents to better understand your business

Our goal is to respect your time and get smart quickly

Indicative offer

We’ll present a simple, non-binding offer outlining the price, structure, and timeline

You’ll have a chance to ask questions and make sure the terms reflect your goals

If it makes sense to move forward, we’ll sign a Letter of Intent (LOI) to begin formal diligence

Due diligence

We’ll do a deeper dive into your business to confirm everything lines up — no surprises

You’ll have one main point of contact and a clear roadmap for what’s needed

We aim to move efficiently and minimize disruption to your team

Deal closing

We’ll work with your advisors to finalize the agreement and complete the transaction

Legal and financial details will be handled professionally and respectfully

Once everything is signed, funds are transferred and the deal is officially done

Transition

We’ll work with you to create a smooth handoff — at a pace that works for you

Whether you stay on for a short time or longer, your legacy matters

Our goal is to honor what you’ve built and set the business up for long-term success