Confidential. Personal. No pressure.

One conversation. A clearer next step.

You do not need a polished presentation or a firm decision. Tell us where you are today and what you are considering. Your message goes directly to Adam and Nisha.

Preparing for a first conversation

  1. A formal valuation

  2. A completed CIM or sale package

  3. A final decision to sell

  4. A fully formed acquisition target

  5. All the answers figured out in advance

  1. Your name, company, and preferred contact information

  2. Whether you want to sell, prepare, grow, share an opportunity, or explore options

  3. The company’s industry and location

  4. Approximate revenue or earnings range, if you are comfortable sharing it

  5. Your general timeline

  6. The most important question you want the first conversation to answer

Direct contact

Nisha Riggs

nisha@wasatchlegacygroup.com 801-869-0147

Tell us where you are today

Fields marked with an asterisk are required.

Digits only, without spaces or punctuation.

Your message goes directly to us and will be used only to respond to your inquiry. We will not contact employees, customers, vendors, or other parties without your permission.

After you reach out

01

We review your message personally

We identify whether you are exploring a sale, preparing for a future transition, pursuing growth, sharing an opportunity, or making a professional referral.

02

We schedule a short introductory conversation

The purpose is to understand your situation and the question you want to answer - not to force a fit.

03

We recommend an honest next step

That may be another conversation, a request for limited information, an introduction to a professional resource, or a direct explanation that the opportunity is outside our focus.

04

If there is mutual fit, we agree on the process

Before sensitive information is shared or substantial work begins, we clarify confidentiality, expectations, decision-makers, and the next milestone.

You stay in control of the conversation.

Reaching out does not commit you to a sale, a timeline, or a next step. It simply gives us a chance to understand your situation and answer your questions.

If continuing the conversation makes sense, we will decide together what comes next. If it does not, there is no pressure.