Strategy and Approach

Seeking to acquire one exceptional business to operate and grow for the next generation.

The ideal profile is a California-based business with a B2B model, offering a service, operating online, or in the distribution space, with over $350k in SDE.

Target attributes:

  • Longevity: 10+ years of ongoing operations

  • Located in northern California (Bay Area, Sacramento region, Central Valley)

  • SDE of $350,000 or greater

  • EBITDA Margin of 15% or greater

  • B2B model

  • Recurring revenue or repeat customers

  • Team in place that runs most of the day to operations and wants to stay and grow with the company

  • I avoid B2C models, restaurants, retail