What we're looking for
Our investment criteria are straightforward and reflects our no-nonsense approach. Our approach to due diligence and closing the transaction is just as simple.
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Earning $500k - $5 million in profit per year
We’re interested in businesses where the owners earn between $500k and $5 million in profit per year.
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Owners seeking a complete transition
You're looking for a 100% full buyout of your business—but are still motivated to help ensure a smooth transition and hand-off.
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History of stable profitability
The business has a history of stable profitability over 8+ years of operations. We prefer recurring or re-occuring revenue, but we're comfortable with one-time revenue as well as long as it's predictable.
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Strong potential for growth
We're looking for businesses that are not only able to grow but that are a good fit for our skillset and operational expertise.
Our Process
We are not a private equity firm, and we don't work on Wall
Street. Our process is straightforward and respectful of your time.
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Get to know one another. We'll assess your goals and decide if we're a good fit.
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Letter of intent. We'll agree on a fair valuation and transaction terms together.
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Due diligence. We'll complete a straightforward and efficient due diligence process within 90 days.
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Deal closes and transition begins. We'll sign the paperwork and get to work on operating your business full-time.
Frequently asked questions.
These are some questions we anticipate you may have. We encourage you to reach out if you think we could be a good fit and want to learn more.
Do you require owners to stay on after the transaction closes?
We're looking for owners that are committed to ensuring there is a smooth transition of their business that minimizes disruption for their employees and customers. Ideally, you'll serve as a part-time advisor for the first few weeks after the transaction closes. After that, we expect you'll be fully retired and enjoying the next chapter of your life.
Will you keep my existing employees?
Yes! Employees are a key asset and strength of the businesses we buy. We're excited to get to know your existing team and are committed to taking good care of them.
What is required to complete the due diligence process?
We have a lightweight due diligence process compared to traditional, private equity firms and strategic acquirers. We are able do most of the heavy lifting for you and merely ask that you be responsive in providing the required documents and information.
On your end, most of your involvement in due diligence will involve a series of conversations where we ask you to teach us more about the business and share your entrepreneurial story with us.