My Criteria
I am looking for a good business at a fair price - one that I can steward for decades to come.
Owner looking to retire
I’d like to buy from an established owner-operator who plans to exit their business and retire after the sale.
Minimum of $2 million in revenue with tenured customers
I am looking for a healthy, profitable business with a happy customer base.
Long-term profitability
I prefer to see at least three years of consistent profitability in your business.
Company size
I am searching for a business with low employee turnover and prefer a team of at least 5-10.
Preferred Business Types
I am searching for a business which best matches my strengths as a team-oriented operations - preferably a professional, commercial, or residential service business.
What to Expect
Owners deserve a fair deal - not a manipulative one. I promise to build a trustworthy relationship with you based on mutual respect.
Information Gathering
I will start our initial conversations by learning about you — your goals, your reasons for thinking about a sale, and your expectations for the deal process. I also want to appreciate the legacy and the team you have built.
When it comes time to talk about your company, I want to understand more than the financials. As I know from my experience watching my father growing up — small business isn’t easy. I want to learn what made you and your business successful when others weren’t.
More than anything, I want to set the foundation for a strong working relationship built on the same values which have served me well in life — honesty and respect.
Due Diligence
Owners entrusting me with their legacy deserve helpful teammates. My diligence process is professional, responsive, and tailored.
Most small businesses go through a sale only once, if ever. That means that both buyers and sellers are often encountering a new process when it comes to the diligence stage of deal-making.
Often this takes longer than you’d expect! Still, I believe this should be a collaborative effort, where I work alongside you to learn more about the fundamentals of your business.
As soon as I have made you an offer, I will immediately begin working with you to forecast the information, documents, and connections needed to bring the deal to closing. Together, we will set an aggressive timeline and complete a thorough list of tasks.
Throughout it all, I promise to keep an open line of communication on where we are in the process and how we can keep the ball moving. After all, diligence moves at the speed of my relationship with you, the owner.
Everything we learn during diligence will be reflected in a legal agreement—a document called the Purchase Agreement.
Closing
The day we’ve been working toward finally arrives! At Closing, you will officially transfer ownership of your business to me, though your legacy will continue long afterwards. I’ll see to it.
My commitment is to “do no harm” to the business and the team. Other buyers might try to storm in, change everything, and disrupt the system you’ve spent years putting in place. I am different. I will spend the early days, weeks, and months learning about the day-to-day operations of the business.
Unfortunately, some buyers act more like marauders, squeezing every ounce of value out of a deal and leaving the business to starve.
Not me. I will act as a steward of the business and the team and community that it serves. That’s the work I think a business like yours exists to do, and that’s the work I love doing.