Business Services

Acquisitions, Growth, and Exit Strategy

Business Acquisitions

Target: EBITDA $100-500K, owner burnout, no systems

Our process:

  • Financial audit (2-3 years)
  • Operations assessment
  • Customer concentration check
  • Margin improvement identification
  • Integration plan

Timeline: 3-5 years acquisition to exit

What We Look For

Green Flags

  • Owner working 60+ hours/week
  • No CRM or tracking systems
  • Growing market, stagnant business
  • Solid customer base, poor operations
  • Owner wants out but doesn't know how

Red Flags

  • Customer concentration >30%
  • Declining market
  • Legal issues
  • Won't share real numbers
  • "Books are a mess"

Example Target

Service business:

  • Revenue: $500K
  • EBITDA: $120K
  • Owner: 70 hours/week, burned out
  • Systems: In his head
  • Marketing: Random

Our thesis:

  • Implement CRM and project management
  • Document processes
  • Hire integrator (owner to CEO)
  • Build outbound sales
  • Optimize pricing

Goal: EBITDA $180-220K in 18-24 months, exit at 5x

Growth Consulting

For: $300K-3M revenue businesses ready to scale

Engagement: 3-12 months

What We Do:

Month 1: Brutal assessment

If we can't add 3x our fee in value, we say no.

Month 2-4: Systems build

  • CRM implementation
  • Financial dashboards
  • Process documentation
  • Team structure fixes

Month 5-8: Growth implementation

  • Marketing automation
  • Sales optimization
  • Margin improvement
  • Retention systems

Month 9-12: Exit prep (if desired)

  • Financial cleanup
  • EBITDA optimization
  • Valuation positioning
  • Buyer identification

Our Guarantee

If we can't improve your EBITDA by at least 3x our consulting fee within 12 months, we work for free until we do.

We've never had to do this.

Private Equity Exit Strategy

For: EBITDA $500K+, owner ready to exit

Timeline: 12-24 months

Target exit: 5-7x EBITDA (vs typical 3-4x)

What We Do

Financial Statement Cleanup

Institutional buyers won't touch messy books. We make yours audit-ready.

EBITDA Optimization

Legal add-backs that increase valuation. Most owners leave $50-200K on the table.

Narrative Development

Why YOUR business is worth more than comps. Data-backed story.

Buyer Identification

Strategic buyers pay more than financial buyers. We find them.

Deal Structure

Earnouts, equity rolls, seller notes. Structure determines take-home.

Why Multiple Matters

Same business, different multiples:

3x EBITDA (typical)

$500K EBITDA = $1.5M exit

5x EBITDA (strategic)

$500K EBITDA = $2.5M exit

7x EBITDA (perfect positioning)

$500K EBITDA = $3.5M exit

That's $2M difference in your pocket for the same business.

Positioning is everything.

Ready to discuss your business?

Schedule Call

Or see our results: View Track Record →