What I’m looking for:

  • Location: California, Nevada, or Utah

  • Minimal exposure to seasonality and business cycles

  • Recurring customer base

  • High customer retention rate

  • No single customer greater than 20% share

  • History of profitability and growth

  • Sales between $5 million and $30 million

  • EBITDA of $300,000-$1,000,000

  • Open to most industries excluding agencies and restaurants

Approach

  1. Initial Consultation: We start with an in-depth consultation to understand your business, its strengths, and areas for growth.

  2. Due Diligence: A thorough due diligence process to evaluate the business comprehensively, ensuring a transparent and fair valuation.

  3. Transaction Execution: I manage the transaction process efficiently, minimizing disruptions to the business operations.

  4. Post-Acquisition: Post-acquisition, we will have a smooth hand-off of responsibilities along with coaching and training