Investment Criteria
Ownership
Ownership
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
Ownership
Ownership
- Greater than $3 million in yearly revenue
- Pre-tax operating profit margin greater than 15%
- High recurring revenue
- Profits greater than $1 million (including owner salary)
- Consistent growth and profitability
Industry
Industry
Industry
- Stable and growing market
- Fragmented industry
- Limited risk of disruption
Business
Industry
Industry
- Minimal customer concentration
- Strong Culture and Employee Retention
- No single customer accounts for >25% of revenue
- Mature business, 5+ years