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Local Focus
I am committed to maintaining operations in the Pacific Northwest long-term and giving back to the community for years to come
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Legacy Preservation
My goal is to protect the legacy of the previous owner and the company they built through a shared transition plan for creating long-term success
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People First
I will prioritize the people who make a business great by empowering them to make decisions, nurturing talent, and aligning on clear goals
My Focus
I am laser-focused on acquiring one enduringly profitable business in the Pacific Northwest and helping it grow for the future
Preferred Business Characteristics
Every business has its unique strengths and opportunities; below are some key characteristics I typically seek in a potential acquisition
Industry
History of sustainable growth
Fragmented with few or no dominant companies
Low cyclicality
Minimal regulatory risk
Business
Diverse and loyal customers
Strong company culture
Seller looking to transition
Bootstrapped or lightly capitalized
Financial
High level of repeat revenue
$1-30M in annual earnings
Healthy margins (15%+)
Low capex requirements
Process
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Through a 30-minute video chat I want to get to know you, hear your story, and understand your goals for your business.
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If both parties want to proceed, I’ll request some basic business and financial information to provide a ballpark valuation for your business.
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It we are mutually interested in moving forward, I’ll request additional information about your company to outline a clear set of mutually agreed upon offer terms in a Letter of Intent (LOI).
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Once the LOI is signed, I will embark on a more detailed evaluation of the financial, operational, and legal aspects of the company, while arranging for legal documentation to be drafted.
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On closing day, we’ll execute legal agreements, transfer funds, and celebrate new beginnings!