Key investment criteria
I’m looking for a predictable and historically profitable business with an owner looking to transition. If your business does not quite meet these criteria but you think we may be a good fit, please reach out.
Owner seeking to sell
I prefer an owner who is looking to retire or transition from the business
Industries of interest
Tax & accounting, essential business and consumer services
Revenue
Annual revenues between $4M - $50M with recurring or repeat customers
Profitability
$750K - $5M in annual pre-tax operating
profits or EBITDA
Profit margin
Pre-tax operating profit (EBITDA) margin
greater than 10%
Low customer concentration
No customer accounts for more than 20% of total revenue