Focus
We are looking for the right business, with the right owner and the right people.
Industry
- Sizeable and growing
- Strong B2B service model
- Fragmented competitive landscape
- Insulated from tech disruption
Business
- Recurring revenue profile
- Diverse customer base
- Owner seeking liquidity and /or exit
- Competent management team
Finance
- $5M+ in annual revenues
- $1M+ in EBITDA with 15%+ margin
- History of sustained revenue growth
- 3 years of continued profitability
Does this sound like your business? Get in touch.
OUR PROCESS IS FLEXIBLE BUT TYPICALLY LOOKS LIKE THIS
Step 1
Introductory call
We will spend a call or two getting to know each other. We will confidentially discuss your company
and your goals to determine if there is a good mutual fit.
Step 2
Non Disclosure Agreement
I will sign a confidentiality agreement (NDA) and request basic financial information about the
business.
Step 3
Financial Review
We will have a follow-up discussion about any questions that came up during the review and discuss
the broad terms and structure of an acquisition.
Step 4
Letter of Intent
I will submit a formal non-binding Letter of Intent “LOI”, to buy your company that includes a
purchase price range. As part of this process, we will discuss at a high level the key terms of a
potential partnership.
Step 5
Due Diligence
Once the LOI is signed, I will review your company's operations, financial performance, and team, in
detail. To do this I will also engage professionals such as investors, legal, lending, accounting,
and technical diligence partners.
Step 6
Close
If both parties are happy, we will review and sign the final purchase agreement, wire you the funds,
and toast to a new adventure.