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Is your business a good fit?

Ready to Transition?

If you have spent years building your business and are looking for an opportunity to pass the torch, I am excited to speak with you.

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I will leverage my experience and enthusiasm to take on the responsibility of managing your business. I believe I can offer a compelling solution with a focus on preserving your legacy and fairly compensating you for the value you have created.

Industry

I am open to discussing opportunities in a number of industries.

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Desirable Characteristics:

  • Fragmented

  • Moderate Cyclicality

  • Stable or Growing

  • Barriers to entry a plus

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Industry Examples:

  • Business Services

  • Home Services

  • Manufacturing

  • Distribution

  • Logistics

Statistic calculating

History

I am looking for a well-established small business with at least 7 years of operating history.

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  • Ownership for 5 years +

  • Stable or growing revenue

  • Tenured employees

  • Established customer base

  • Owner cares about the long-term success of the business

Characteristics

  • Revenue of at least $1,000,000

  • Owner profits greater than $250,000

  • Consistent profitability for  3 years +

  • Operating margins greater than 10%

  • Low customer concentration

  • Recurring revenue is a plus

Culture

I believe the culture of a company is of the utmost importance. While it is possible to build over time, I hope to find a business that has already established and abides by a strong set of values.

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My goal is to run a company with integrity, where employees are proud of their work and well taken care of.

Process

Confidential

I will be your point of contact through the entire process.

 

I pledge to keep any information regarding your business and the potential sale strictly confidential.

Steps

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  • Introductory call

  • Preliminary review of company

  • Follow-up requests for additional  information

  • Submission and review of the Letter of Intent

  • Detailed due diligence on all aspects of the business

  • Term agreement, transfer of funds and ownership

  • Transition Period

Post-Close

  • Dependent on the terms of the deal

  • Potential for a short-term contractual period during which previous ownership aids in transition

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