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Investment Criteria

Every business is unique, and your business may not meet all of these criteria. I would be delighted to speak with you if you are selling a business with some or all of these characteristics.

Ownership

  • Small business owner ready for immediate transition
  • Looking to reduce day-to-day involvement
  • Wants to retire or exit (full or majority sale)
  • Interested in ongoing success of the enterprise

Financial

  • Greater than $3 million in yearly revenue
  • Pre-tax operating profit margin greater than 15%
  • High recurring revenue
  • Profits of $750k – $2 million (including owner salary)
  • Consistent growth and profitability

Ownership

  • Small business owner ready for immediate transition
  • Looking to reduce day-to-day involvement
  • Wants to retire or exit (full or majority sale)
  • Interested in ongoing success of the enterprise

Financial

  • Greater than $3 million in yearly revenue
  • Pre-tax operating profit margin greater than 10%
  • High recurring revenue
  • Profits of $750k – $3 million (including owner salary)
  • Consistent growth and profitability

Industry

  • Stable and growing market
  • Fragmented industry
  • Limited risk of disruption

Business

  • Minimal customer concentration
  • Strong Culture and Employee Retention
  • No single customer accounts for >25% of revenue
  • Mature business, 5+ years

Industry

  • Stable and growing market
  • Fragmented industry
  • Limited risk of disruption

Business

  • Minimal customer concentration
  • Strong Culture and Employee Retention
  • No single customer accounts for >25% of revenue
  • Mature business, 5+ years