Merger She Wrote ®

EP 1 | Legacy Matters: Finding the Right Home for Your Business


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Kazem Harfouche, Managing Partner at Cedar Crest Capital, explores a major market gap affecting small business owners across the U.S. Many successful businesses with decades of profitability and under $3 million in EBITDA face uncertain futures because they don’t fit the high-growth model private equity firms prefer.

As Kazem puts it, “The kids don’t want to take them over because they’re not cool enough.”

Cedar Crest Capital takes a different approach—preserving what works rather than forcing aggressive growth. They focus on maintaining employee relationships, brand identity, and operational stability, offering owners a smooth transition with just two months of support.

Kazem also highlights the emotional side of selling a business: “Seventy percent of what we do is psychology, not investing.” For many owners, their business is their identity, making it hard to let go—often leading to missed financial opportunities.

This episode breaks down practical succession strategies, including Cedar Crest’s 51% partial buyout option, helping owners protect both their legacy and their wealth.

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Merger She Wrote ®By Paloma Goggins