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This Approach is Different

This is not Private Equity, nor a strategic buyer. This is a unique approach that helps you unlock the value you created and establish a succession plan where your team plays a critical role in the future success of an even bigger business.

Guiding Principles

Communication

Respond quickly, communicate clearly, be transparent and truthful.

Understanding

Really get to know you, your team, and your business. I value trust!

Legacy

Operate with the goal of preserving and growing your legacy and vision.

How This Experience Compares

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What I am Looking For

Company Criteria

  • Annual profit around $700k-$1.5M 

  • Minimal business cyclical exposure; stable revenue and history of profitability

  • Diverse customer base with high degree of recurring or reoccurring revenue

  • History of growth and actionable opportunities for accelerated growth.

Target Industries

Interested in home services companies, contracting firms, hospitality, B2B service providers, and industries that generally reflect the following attributes:

  • Positive growth rates with tailwinds

  • Fragmentation, with no clear industry leader

  • Sizable, stable, low risk

Owner Situation

A good fit is an owner who is:

  • Seeking to retire or exit but lacks a clear succession plan

  • Aspiring for a liquidity event to achieve life goals

  • Looking to reduce day-to-day involvement

  • Honest and motivated to ensuring a smooth transition

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