• Black and white photograph of Seattle skyline featuring the Space Needle, with buildings and trees in the foreground.

    Local Focus

    I am committed to maintaining operations in the Pacific Northwest long-term and giving back to the community for years to come

  • Black and white photo of a vintage Bartell Drugs store with a tall sign on top. People are walking past the storefront that displays various products in the window.

    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

  • Two young children, a boy and a girl, smiling and leaning against a railing outdoors, with a mountainous landscape in the background.

    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

  • Through a 30-minute video chat I want to get to know you, hear your story, and understand your goals for your business.

  • If both parties want to proceed, I’ll request some basic business and financial information to provide a ballpark valuation for your business.

  • 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).

  • 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.

  • On closing day, we’ll execute legal agreements, transfer funds, and celebrate new beginnings!