Our Process begins with a confidential conversation. We listen and learn about your goals for retirement.
We‘re a private investment group with a goal of acquiring and managing great businesses from retiring business owners. We‘re not in the business of stripping businesses down and selling them off for parts. We‘re in the business of keeping the heart of the business alive and continuing its legacy.
We know it‘s not easy to let go, but we promise to take good care of your baby. We‘ll keep the spirit of the business alive and ensure that it continues to thrive for years to come.
We want to be the go-to company for business owners who are looking to retire. We will provide a fair price for their business and make the transition as smooth as possible. We are committed to helping business owners enjoy a well-deserved retirement.
Our mission is to help retiring business owners sell their businesses to us so that they can enjoy a well–deserved retirement. We are committed to providing a fair price for the business and making the transition as smooth as possible for the owner.
We understand that selling your business can be a difficult and emotional decision. We are here to help you through this transition and to ensure that you get the best possible price for your business, preserve your employees and your clients are in good hands.
We look for businesses that have a strong track record of profitability and a management team in place to continue running the business after the sale. We also prefer businesses with a niche market focus that will be difficult for larger competitors to enter.
Recurring revenue is a key metric for us. We prefer businesses that have a high percentage of recurring revenue.
Recurring revenue can come in the form of subscriptions, memberships, retainer contracts, etc. We prefer businesses that have a mix of recurring and one-time revenue.
A great team is essential for a successful business. We prefer businesses that have a team of full-time employees.
We’re particularly interested in businesses that have a team of experts in their field.
Growth is a key metric for us. We prefer businesses that have a history of consistent growth.
We also prefer businesses that have a clear plan for future growth. We’re particularly interested in businesses that are growing through new product development, new market expansion, and acquisitions.
Profitability is a key metric for us. We prefer businesses that are profitable and have a history of consistent profitability.
Valuation is a key metric for us. We prefer businesses that are priced at a multiple of EBITDA that is in line with their growth rate and profitability.
Scalability is a key metric for us. We prefer businesses that have a clear plan for scaling their business.
We’re particularly interested in businesses that are scalable through new product development, new market expansion, and acquisitions.
Our ideal targets are small businesses led by owners nearing retirement and interested in selling their business.
We're committed to making the acquisition process as smooth and efficient as possible. Our goal is to create a win-win situation for both parties involved.
Our Process begins with a confidential conversation. We listen and learn about your goals for retirement.
Both parties see a potential fit and agree to move forward with more in-depth discussions regarding the company's financial and strategic position.
We are committed to ensure your business's proprietary information remains private and confidential. This will also enable us to begin determining the value of your business.
Once we complete our initial analysis, we submit our proposed valuation of your business and negotiate exclusively towards a final sale; this also includes a list of items to be reviewed int eh due-diligence process.
Once under LOI, we conduct a thorough analysis of the business, including a review of financial statements, products & services, and the competitive landscape.
Finalize the purchase agreement, working capital requirements, and the transition & training timeline if needed.