Deal Story: A Textbook Deal

For years, Mandala Montessori thrived as a mother–daughter partnership, but when life began steering each of them in a new direction, it became clear that a transition was ahead. Their goals were clear. The mother wanted to retire. Her daughter wanted to start a new business. And both of them wanted to ensure the business they had built would continue to thrive under someone who cared for both the children and the staff. 

Like many family-run operations, Mandala faced the question of, "what comes next?" They needed expertise. They needed guidance. And they needed someone who understood the nuances of the childcare industry. After finding Calhoun Companies online, they connected with Agent Shaun Jackson and were ready to get down to the business of selling.

The first step was determining what their main priority was. In an ideal scenario, they would look for a buyer who was both caring and knew the ins and outs of the industry. But, despite solid infrastructure, COVID had hit the business hard and the mother and daughter didn’t want to wait for financials to rebound. They chose to price it for a quick sale.

Luckily, a current employee expressed interest in purchasing the company. They already understood the business and had a passion for Mandala Montessori’s mission. With guidance from Calhoun Companies, she completed vetting, secured a workable financial package, and moved forward confidently.

“Even if you have a buyer in mind, connecting with a business broker is a good idea,” explains Shaun Jackson. “A good broker can guide both parties through the process and help them overcome any obstacles that might arise.” 

By keeping communication transparent and expectations aligned, the group successfully navigated the process and closed the deal. In the end, the sellers achieved exactly what they hoped for, a smooth exit and a bright future for the business they are so proud of.

“This deal wasn’t just a transaction,” says Jackson. “It was the thoughtful passing of a legacy. And Calhoun Companies was honored to help write its next chapter.”