Sell your business
Who we work with, what we take on, and how a sale runs.
Who we work with
Our ideal client is a founder or second-generation owner of a profitable business who wants to sell in the next 6 to 36 months, often for retirement. The business has a stable team, steady customers, and $2 million to $40 million in annual revenue.
| Annual revenue | $2 million to $40 million |
|---|---|
| EBITDA or SDE | $500,000 to $6 million |
| Enterprise value | $3 million to $40 million |
| Client types | Founder-owned, family-owned, retiring owners, partners buying out a partner |
| Geography | San Diego County, Orange County, Riverside County, and the rest of Southern California |
Industries we serve
- Home and commercial services: HVAC, plumbing, electrical, fire protection, pool service, pest control, landscaping
- Commercial cleaning and facility services
- Construction trades and specialty contractors
- Light manufacturing and industrial coatings
- Wholesale and specialty food distribution
- Healthcare services: dental labs, home health, physical therapy
What we do not take on
We do not represent software or technology companies, restaurants with a single location, businesses with less than $500,000 in earnings, or companies in bankruptcy. We also do not take on an owner who needs a sale within 60 days.
How a sale runs
- Discovery callA free, confidential 30-minute call about your business and your goals.
- ValuationWe review 3 years of financials and give you a value range and the factors behind it.
- EngagementYou sign an engagement letter with 9 months of exclusivity and a 12-month tail on buyers we introduce.
- PreparationWe prepare the financial review, the confidential information memorandum, and the buyer list.
- MarketingWe approach buyers under NDA and run management meetings.
- OffersWe collect letters of intent and negotiate price and terms.
- Diligence and closingWe manage due diligence with your attorney and CPA through closing.