LUPI SUCCESSION
Preserving Legacy,
Creating Value.
Acquiring good businesses in great industries from exceptional leaders.
Retirement is a big step, and the idea of stepping away from your business can be daunting. At LUPI SUCCESSION, we understand the significance of a smooth transition and offer a thoughtful, respectful approach to ensure your business continues to thrive. We focus on the long-term success of your company, making sure that your employees and customers remain well taken care of as we move forward, preserving the legacy you’ve built.
Discover how we can preserve your legacy and transform your business.
With years of experience driving growth and creating value, we have the skills and insights needed to navigate the complexities of business ownership. Our commitment to excellence and thoughtful leadership allows us to preserve what makes your business unique while unlocking its full potential. Partnering with us means entrusting your legacy to operators who are passionate about adding value to the ecosystem.
35+ Years of Experience
500+ Clients Served
5 Businesses
Our Values
Integrity
We uphold the highest standards of integrity, with honesty, transparency, and respect guiding every decision to ensure your business transition is a trusted partnership.
Fairness
Our acquisition approach is built on fairness, treating business owners with respect and ensuring that every step—from valuation to offer—is conducted with equitable terms for all involved.
Legacy Approach
We focus on preserving your business’s legacy, ensuring its values, vision, and people remain central while positioning it for continued growth under capable, committed leadership.
Our Team
Maria Rosaslanda
Partner, Legal & Finance
Fernando Candia
Partner, Operations & Tech
Agility and Integrity for a Seamless Business Transition
Our approach allows us to move quickly and decisively. With a background rooted in entrepreneurship, we bring a hands-on, legacy-driven approach to acquisitions. We care about the long-term success of your business and its people.
Our Process
We believe in clarity and transparency throughout every stage of the acquisition process. Here’s how we work:
Initial Contact
We start by getting to know you and your business. Through a confidential discussion, we’ll learn about your goals, values, and vision for the company’s future. This is an opportunity to explore alignment and establish mutual trust.
Preliminary Assessment
Using a comprehensive approach, we evaluate your business to understand its financial health, growth potential, and industry positioning. Our goal is to provide a fair and informed valuation that reflects your company’s value.
Letter of Intent (LOI)
Once we’ve aligned on key terms, we formalize our intent to move forward with a Letter of Intent. This document outlines the proposed terms of the acquisition, ensuring clarity and mutual agreement before proceeding.
Due Diligence
This is where we ensure that all aspects of your business align with the information shared during our discussions. Our team conducts a detailed review of financial records, operations, legal documentation, and market positioning.
Deal Structuring
We collaborate with you to design a deal structure that meets your financial and personal objectives. Whether you’re seeking a clean exit or a continued role post-sale, structure is tailored to your unique situation.
Closing the Transaction
After finalizing the details, we work with legal and financial advisors to close the transaction smoothly. Our priority is to ensure the transition process is efficient, respectful, and celebratory for all involved.
Leadership Transition
Our commitment doesn’t end at closing. We prioritize continuity and support during the transition to ensure the business thrives under its new leadership while preserving the legacy you’ve built.
Let’s Start the Conversation
Ready to explore your business’s future? Whether you’re a business owner looking to exit or an investor looking for opportunities, we’re here to help.