How our partnership works
Baysora is a long-term holding company backed by family offices. When your firm partners with us, you keep your name, your culture, and the way you serve clients. You gain a team behind you and a stake in what we build together.
A partnership with real people behind it
Partnering with Baysora means working alongside people who know you and your firm. Conversations are open, decisions are made with you, and when you need a hand, you call someone you already know.
“I don’t feel like I have a boss. I feel like I have partners.”
Bryan Whiting, CTO & Partner, Milestone Advisors
Your firm stays yours
The people, name, and culture you built are what make your firm worth partnering with. Our job is to protect them, and we put that commitment in writing.
Your brand and your reputation
Your leaders and your team
Your clients and how you serve them
Your culture and the way you work
Your day-to-day decisions
Support when you want it
Every partner firm has access to our shared-services team from day one. Use as much or as little as you like.
Recruiting and talent
Tell us who you need. Our talent team finds the best, and you make the final decision.
HR, payroll and benefits
Administrative work moves off your desk so you can get back to clients.
Finance and accounting
Clear monthly reporting, budgeting help, and benchmarks against peer firms.
Technology and AI
We partner with your team to help them learn new tools, use them in meaningful ways, and move faster.
Marketing and growth
Website, campaigns, brand, and growth planning support built around your firm and your market.
A community of owners
Partner summits, local events, peer councils, and owners across the group you can call when something new comes up.
Built for decades
Most acquirers build for two to three years. We’re building for two to three decades and beyond, so every decision is made with your firm’s long-term success in mind.
1
Patient capital
Our capital comes from family offices, with no fixed hold period and no planned exit.
2
Equity that grows with the group
You keep a stake at the holding company level, so your equity grows with the value of every firm in the group.
3
Liquidity on your timeline
Partners reach liquidity on their own timeline, and we walk through exactly how when we talk.
“This is a long-term portfolio of really strong boutique firms that are just trying to further the legacy of what they’ve already built.”
Ryan Rees, Managing Partner, Hartle & Rees
A path for the people behind you
Owners usually ask about their team before they ask about themselves. Every partnership includes programs that give your rising leaders a real stake in what they help build.
Profit sharing
A firm-level pool that rewards your team when your firm performs.
A stake in the firm
Equity grants and buy-in opportunities that give your key people real ownership in what they help build.
A clear path to lead
Succession planning that clears the way for your next generation of leaders, even where that path wasn’t clear before.
“Baysora did help us create an incentive plan for some of our key employees, something where I can put them into a potential partnership track.”
BJ Thomson, Managing Partner, Milestone Advisors
Your first year
Day one looks a lot like the day before. Changes come gradually, with your input, and most of them happen behind the scenes.
1
Day one
Business as usual. Your team, clients, systems, and vendors stay as they are.
2
The first 90 days
We get to know your firm, connect you with shared services, and build your growth plan together.
3
Year one and beyond
A steady rhythm of check-ins, an annual plan you help shape, and a community of owners to learn from.
Four steps to your offer
The first step is a conversation. Here’s how it works.
1
Conversation
We get to know each other and talk through what matters most to you.
2
Discovery
You share high-level financials so we can understand your firm.
3
Your offer
You receive a valuation and partnership proposal.
4
Your decision
Take the time you need to decide if it’s the right fit for you and your team.
We can go from first conversation to close in as little as 60 to 75 days, and we’ll always move at your pace.
Start a ConversationQuestions owners ask us
Is Baysora private equity?
Baysora is a long-term holding company backed by family offices. We have no fund cycle and no fixed hold period, so we plan to own and support your firm for decades.
Will you tell me how to run my firm?
Clients, culture, hiring, pay, and daily operations stay with you and your leaders. A few major decisions, like large changes to the annual budget or acquisitions, we make together. Our Autonomy Charter puts that commitment in writing.
Do I have to rebrand?
Your brand stays yours. We’ll guide you through the few naming updates industry regulations require, and everything else about how clients know your firm is up to you.
Do I have to change my software or systems?
The tools you use to serve clients stay your call. Your firm’s own books move to a shared accounting standard on a modern, cloud-based system, so you get clearer numbers and we can report as one company. Our finance team leads the setup and onboarding with your help, and you get newer technology at group pricing. If your firm already runs on a cloud system that’s working well, you may be able to keep it.
What happens to my team?
They stay with the leaders they know. Our model invests in people and adds capacity, and your rising leaders gain a path to ownership.
Will my clients notice?
Only if you want them to. Your brand, your people, and the way you serve clients stay in place.
If Baysora never sells, how do I get paid?
Part of your firm’s value comes to you at close, and the rest is equity you keep in the holding company. Partners reach liquidity on their own timeline, and we walk through exactly how when we talk.
How long do I need to stay involved?
As long as you want to lead. Some owners keep leading for years, and others hand off gradually to the next generation we help develop. We plan your role and your succession together from the start.
Will I have to make acquisitions?
Acquisitions are always your choice. If you decide to grow that way, we help find the opportunity, run diligence, and fund the deal with you.
How long does the process take?
We can go from first conversation to close in as little as 60 to 75 days, and we’ll always move at your pace. Once you share the information we need, you can have an offer in about a week.
What do you need from me to make an offer?
High-level financials to start, typically three years of profit and loss statements and year-to-date performance. Deeper diligence comes later, once you’ve seen an offer and decided to move forward.
Are our conversations confidential?
Yes. We sign a mutual NDA early in the process, before you share financials.
How do I know you’ll do what you say?
Ask our partners. Before you decide, we’ll introduce you to owners who’ve been through it, and you can hear from them on our Partner Stories page.
Is my firm big enough?
We partner with established boutique firms of different sizes. A first conversation is the quickest way to find out whether we’re a fit, and we’ll tell you plainly either way.
I’m not ready to do anything this year.
Most owners start thinking years before they act, and the best partnerships grow out of a relationship built early. We’d still like to meet you now, learn what you’re planning, and stay in touch on whatever timeline works for you. Our Owner’s Guidebook and Valuation Calculator are good companions while you think it through.
Start a conversation
Tell us a little about your firm and what you’re weighing. Someone from our partnerships team will follow up personally, and everything you share stays confidential.
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