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Acquiring founder-led businesses · Led by three partners

A different kind of buyer.

We acquire founder-led businesses with the intention of preserving what made them work, investing in the people who run them, and building toward long-term, sustainable growth — long after the founder has moved on.

Our commitment to business owners

Selling a business is more than a transaction.

"It is the transition of a life's work, a team you've built, customers you've served, and a legacy you've created. Our goal is simple — preserve what made your business successful while providing the leadership, resources, and operational expertise needed for the next stage of growth."

Finance & strategy

Financial and strategic discipline applied in service of long-term value — not short-term cost-cutting.

Sales & customer experience

Hands-on experience across sales and customer experience, aimed at building loyalty that outlasts the transition.

Talent & culture

Deliberate talent development and culture-building, so the people who made the business work stay invested in it.

Technology & scale

Thoughtful technology adoption and organizational scaling, applied without disrupting what already works.

How we invest

Three ways we partner with founders.

Every founder's situation is different. We structure each partnership around what the business — and the person who built it — actually needs.

01

Full Acquisitions

We acquire the business outright, giving founders a clean transition while keeping the leadership team, name, and culture intact. Ideal for owners ready to step back from day-to-day operations.

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02

Growth Partnerships

We take a significant stake alongside the founder, pairing our operational and financial resources with their continued leadership to fund the next stage of growth.

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03

Succession Planning

For founders thinking years ahead, we work alongside existing leadership to plan an orderly transition — developing internal talent before a single dollar changes hands.

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Where we invest

No single sector. One standard.

We look across industries for the same thing: founder-led businesses with real cash flow, room to grow, and a founder who wants their legacy carried forward, not dismantled.

Real Estate & Hard Assets
Industrials & Manufacturing
Consumer & Services
Healthcare Services
Financial & Business Services
Special Situations
3
Founding partners, still hands-on today
6
Sectors we've acquired founder-led businesses in
100%
Of founders' leadership teams retained post-transition
No.
Committee sign-off required to move fast
Why business owners choose us

We protect what you've built.

Your employees, customers, and reputation are often your greatest assets. We focus on continuity, trust, and long-term value creation — never short-term cost-cutting.

J.L.

Jim Livingston

Managing Partner · People & Culture

Jim has spent his career helping organizations attract, develop, and retain exceptional talent — advancing from frontline sales leadership to executive people leadership. He's built award-winning cultures, workplaces and scaled organizations through rapid growth, keeping employees engaged and aligned through ownership transitions. Currently, he serves on the Catholic Foundation of Michigan’s Grant and Impact Committee, which reviews and awards scholarships supporting children’s education and provides grants to vital community service organizations. Also, he's on the Advisory Board for Missionaries of Mercy with Catholic Charities of Southeastern Michigan. His passions are his faith, family, philanthropy and community.

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C.W.

Chad Weinbaum

Managing Partner · Transition & Trust

Prior to retirement, Chad led in mortgage banking for three decades, including building an international brokerage across the border in Canada. He then earned his Master of Social Work, now registered in Michigan as an LLMSW. Internships at a runaway youth shelter and a therapy clinic taught him to listen deeply and stay steady in crisis. Today he guides owners, employees, and customers through ownership transitions with trust and care. A proud father of two amazing daughters, he brings the same heart to every client.

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J.A.

John Adams

Managing Partner · Operations & Finance

John is an experienced business leader with a background spanning finance, operations, commercial strategy, and acquisitions. Having helped businesses grow, integrate, and navigate complex challenges — from entrepreneurial ventures to multi-billion-dollar enterprises — he understands what it takes to build a successful business and the responsibility that comes with leading it forward. John takes an ownership mindset to every challenge, focusing on people, disciplined execution, and sustainable growth. At Veritas Legacy Group, he is committed to building on the foundation founders have worked a lifetime to create, protecting what makes their businesses special while positioning them for continued success.

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Downtown Detroit skyline
Our promise

When we acquire a business, our objective is not to change everything.

Our objective is to identify what already works, preserve the culture that made the business successful, and provide the leadership and resources it needs to keep thriving — for employees, customers, and future generations. We're proud to do this from Michigan, a region built by generations of founders who understood the same thing.

Get in touch

Tell us about the business.

Whether you're an owner exploring a partnership or an advisor with a situation in mind, a partner will reply personally — usually within a day.