LEGACY PARTNERSHIP · INTAKE
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PROGRAM 01 · LEGACY PARTNERSHIP

Keep Your Legacy Alive.

We're acquiring quality CNC job shops and building a network that gives owners more work, better margins, and a clear exit path. Answer a few quick questions, let's see if we're a fit.

We partner with retiring CNC shop owners to keep their legacy alive while they transition into retirement. Your shop. Your team. Your customers. Carried forward, by us, with you.

3 MINUTES · NO NDAs TO START · NO PRESSURE
STRICTLY CONFIDENTIAL · PRIVACY POLICY

01

What's your shop's name?

press Enter ↵
02

Where are you located?

City and state is enough.

03

How long have you been in business?

A 5 to 10 years
B 10 to 20 years
C 20 to 30 years
D 30+ years
04

Annual revenue range?

Rough estimate is fine, we'll dig in later if it's a fit.

A $200K, $350K
B $350K, $500K
C $500K, $750K
D $750K+
05

What products do you primarily make?

Select all that apply.

1 Pins & Dowels
2 Dies
3 Punches
4 Tooling & Fixtures
5 Medical-Grade Components
6 Brackets & Mounts
7 Custom Machined Parts
8 Prototypes / Short Runs
9 Production Runs
0 Other
06

How many CNC machines do you run?

A 1
B 2 to 3
C 4 to 6
D 7 to 10
E 10+
07

How many active customers do you serve?

A 1 to 3
B 4 to 8
C 9 to 15
D 16 to 25
E 25+
08

What industries do you primarily serve?

Select all that apply.

1 Aerospace & Defense
2 Medical Devices
3 Automotive
4 Industrial Machinery
5 Electronics / Telecom
6 Energy / Oil & Gas
7 Specialty / Custom
8 Other
09

How many people work at the shop?

Including yourself.

A Just me (1)
B 2 to 3
C 4 to 5
D 6 to 7
E 8+
10

What's your biggest challenge right now?

Pick the one that's costing you the most sleep.

A Finding consistent customers
B Keeping machines fully utilized
C Attracting / retaining skilled labor
D Cash flow / seasonal fluctuations
E Equipment upgrades / capital
F Margin compression / price competition
G Owner burnout / ready to retire
11

Here's what a partnership could look like.

Based on what you've shared, this is an illustrative estimate of how a Reliable Punch partnership might be structured. Real numbers depend on profit, equipment, and customer mix, but this gives you a starting point.

Estimated Deal Structure
PREVIEW
Shop Value
$450,000
Based on 3.5× SDE (industry standard)
Equity Stake
15%
Retained ownership in roll-up
Annual Profit Share
$15,000
Year 1 to 3 distributions (est.)
Seller Note
$54,000/yr
Over 5 years at 6% interest
Estimated Total · 7-Year Horizon
Seller note payments (5 years) $270,000
Profit share distributions (7 years) $105,000
Equity payout at exit (Year 7) $135,000
Estimated Total $510,000

Preliminary estimate based on industry benchmarks for small CNC shops with 5 to 7 employees and $200K, $750K revenue. Actual deal terms depend on EBITDA, customer concentration, equipment value, and negotiation. We'll walk you through detailed numbers when we connect.

12

What appeals most about partnering with us?

Select all that apply.

1 Clear retirement / exit path
2 Keeping the shop's legacy alive
3 Steady customer pipeline / less selling
4 Access to stamping & perforation work
5 Equity upside if the roll-up sells
6 Operational guidance & best practices
13

What's your name?

14

How can we reach you?

Your contact info stays private, we'll only use it to follow up directly with you.

15

When's a good time to chat?

A This week
B Next week
C Within this month
D No rush, whenever
E Let me think about it first
16

Anything else we should know?

Optional. Tell us anything that doesn't fit the boxes above, your story, your timeline, your team.

CONFIDENTIAL · USED ONLY FOR INTERNAL REVIEW · NEVER SHARED WITHOUT WRITTEN CONSENT

Thanks for trusting us with this.

We'll review your info personally and reach out within 48 hours. No pressure. No NDAs. Just a real conversation about what the next chapter could look like for your shop and your legacy.

CONFIDENTIAL CONFIRMATION SENT TO YOUR EMAIL