If you are a business owner exploring an exit and looking to transition or retire, we offer a flexible opportunity to meet your goals while preserving your company’s unique legacy.
Why Work With Us?
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We have operational, legal, accounting, and financial resources already lined up, allowing us to move quickly and efficiently toward closing.
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People matter to us, plain and simple. We want to retain your team, and we will work with you to ensure there is a smooth transition and continuity thereafter.
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We have a long-term vision, and seek to build lasting value through ethical leadership and responsible growth.
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We will work with you on a confidential basis to create a flexible deal structure that achieves your transition goals.
General Acquisition Criteria
Our valuation will be largely based on historical performance and demonstrated consistent earning power. Future projections and “turn-around” situations are of little interest to us. We are focused on acquiring performing companies that align with our general acquisition criteria.
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Business is not dependent on the current owner to maintain its operations and customer relationships.
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Diverse customer base preferred, although we may make certain exceptions for federal contractors.
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Consistent record of organic sales growth and profitability with at least $500K in adjusted net income (EBITDA). We will consider strategic acquisitions below this threshold on a case by case basis. *Sellers will be expected to provide tangible proof/documentation for any questionable add backs during due diligence.
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Complete and accurate financial records (P&L and Balance Sheet), including corresponding federal tax returns filed within the past 3+ fiscal years are a non-negotiable requirement.
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Effective A/R management in place. *Billing and A/R collection practices will be closely scrutinized during due diligence.
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No tax liens, contingent/off balance sheet liabilities, lawsuits, or regulatory issues. All professional licenses and contracts must be transferable and in good standing with all relevant regulatory bodies/government agencies.
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Owner is interested in working with us to ensure a smooth transition within a reasonable period of time after closing.
General Acquisition Criteria
Our valuation will be largely based on historical performance and demonstrated consistent earning power. Future projections and “turn-around” situations are of little interest to us. We are focused on acquiring performing companies that align with our general acquisition criteria.
-
Business is not dependent on the current owner to maintain its operations and customer relationships.
-
Diverse customer base preferred, although we may make certain exceptions for federal contractors.
-
Consistent record of organic sales growth and profitability with at least $500K in adjusted net income (EBITDA). We will consider strategic acquisitions below this threshold on a case by case basis. *Sellers will be expected to provide tangible proof/documentation for any questionable add backs during due diligence.
-
Complete and accurate financial records (P&L and Balance Sheet), including corresponding federal tax returns filed within the past 3+ fiscal years are a non-negotiable requirement.
-
Effective A/R management in place. *Billing and A/R collection practices will be closely scrutinized during due diligence.
-
No tax liens, contingent/off balance sheet liabilities, lawsuits, or regulatory issues. All professional licenses and contracts must be transferable and in good standing with all relevant regulatory bodies/government agencies.
-
Owner is interested in working with us to ensure a smooth transition within a reasonable period of time after closing.
How to Get Started
If you are interested in discussing the possibility of an exit, we would be happy to schedule a confidential exploratory meeting.
