A practice built around quiet conviction.
Our practice specializes in the confidential sale of private preschools, child development centers, independent schools, and educational real estate throughout California.
The advisors behind the practice bring decades of experience guiding school owners through confidential transactions with discretion, care, and judgment. Their experience has been built through years of guiding clients through valuations, negotiations, and successful closings while protecting the reputation and legacy of every school they represent.
Rather than pursuing volume, we intentionally limit the number of engagements we accept. This allows every client to receive experienced counsel, thoughtful preparation, and the personal attention that significant transactions deserve.
Three commitments that shape every engagement.
Discretion from the start
Every engagement is handled with complete discretion. Listings are marketed confidentially, and no identifying information is shared until a prospective Buyer has been pre-screened, financially qualified, and has executed a Non-Disclosure Agreement.
Finding the right Buyer
We carefully evaluate every prospective Buyer for financial capability, operational experience, and long-term fit before facilitating an introduction. Our process prioritizes successful transitions along with smooth transactions.
Protecting what you've built
A successful sale is about more than changing ownership. We help structure transitions that preserve your school's culture, support your staff and families, and ensure continuity for the children you serve.
Every engagement begins with a conversation.
There is no cost, no obligation, and nothing shared beyond what you choose to share. We listen first.
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