Selling a business can be challenging for retiring owners.
10K
Baby boomers
Retire Everyday
2.5M+
List there business
for sale.
20%
The percentage of Business
that actually sell
Our Mission
To help retiring business owners achieve a smooth, profitable, and fulfilling transition, preserving their legacy while securing their future with expert guidance in business sales, exit strategies, and tax optimization.
Our Vision
To be the trusted partner for small business owners looking to retire, known for maximizing value, preserving legacies, and making the transition to retirement effortless and rewarding.
Our Core Values
- Integrity
- Client-Centered
- Expertise
- Legacy Preservation
Hi there!
I am
Jason Gerais
I built my own successful business and was proud of it, but I ended up feeling trapped. I worked long hours and couldn’t enjoy my life. I wanted freedom to spend time with my family and pursue my interests, but the business needed me every day.
After struggling, I learned how to make my business work without me. Now, I help other owners who feel stuck like I did. My mission is to help them find their freedom, so they can eventually retire and enjoy life.
At Cleopatra Capital, I support business owners in achieving their dreams and ensuring their businesses thrive even when they step away.
