We are industry-flexible. What matters most is the quality of the business, the people and the opportunity to own it well for decades.
Established businesses with demonstrable earnings, real cash flow and economics we can understand and underwrite.
Repeat demand, strong relationships, reputation, know-how or another defensible reason customers continue to choose the business.
Operations that can succeed beyond the current owner, ideally with capable employees or managers and a practical transition plan.
Clear opportunities to strengthen systems, operations, technology, sales, leadership or execution without changing what customers already value.
Our primary focus is businesses valued up to approximately $5 million, with owner earnings generally from $200,000 to $1 million. We will consider compelling opportunities outside that range.
Southern California is our priority, especially Claremont and surrounding communities. Truly relocatable or digital businesses can broaden the geography.
Manufacturing and straightforward service, distribution and other understandable businesses are especially attractive. We generally avoid businesses dependent on the buyer personally holding a specialized professional license, as well as healthcare, cannabis and auto repair.
We solve for the right transaction rather than a predetermined structure. Conventional financing, SBA, seller financing, earnouts and rollover participation can all be considered when they create alignment and a better transition.