Focus

We are seeking to acquire and operate an exceptional service business with a strong reputation, enduring customer relationships, and a solid operational foundation.

Our goal is to build on what already makes a business successful - supporting employees, strengthening customer relationships, and investing thoughtfully in long-term and sustainable company growth.

We are particularly drawn to businesses where operational excellence, team culture, and customer experience create lasting value. As hands-on owners, we are looking for a company we can actively lead and grow over the long term, not a short-term financial investment.

Target Deal Type

• SBA 7(a)–friendly asset purchase

• 100% acquisition with 3–12 month owner transition

• Open to subordinated seller note and/or small performance earn-out
  

Location

• San Francisco Bay Area preferred

• Northern California, including regions from Carmel and Monterey through Sacramento and Lake Tahoe

• Broader consideration: Select opportunities throughout California that strongly align with our operational and financial criteria

• Should be within a reasonable flight of the San Francisco Bay Area

• Local or regional client base preferred; national clients welcome.

We are focused primarily on opportunities in the San Francisco Bay Area, where we can be highly engaged owners and support long-term operational growth.

Key Characteristics

• Repeatable services, operational depth, and on-site or physical output
  (not purely digital).

Financial Profile

• Revenue: $2M – $10M

• SDE / Owner Cash Flow: $500K minimum; ideal $700K – $1.5M+

• Stable or improving margins over the past 3–5 years

• Minimum 7 years operating history

• Strong cash flow

Customer & Revenue Mix

• No single client >25% of revenue, diversified customer base

• Recurring or repeat client relationships

• Limited customer concentration

• Durable demand independent of short-term trends or platform dependency
  

Operations & Team

• Team size: 10–40 employees

• Strong operations, PM, and production capabilities

• Existing leadership or supervisory depth expected to stay post-close

• Facility, fleet, warehouse, or infrastructure suited to current volume with room for growth

• Documented processes for estimating, scheduling, production, and QC preferred

• Strong customer service orientation and execution capabilities
  

Owner Transition

• Owner is not the sales or technical bottleneck

• Willing to remain for transition period (3–12 months)

• Key staff retention expected
  

Deal Structure Requirements

• SBA 7(a)-compatible acquisition preferred

• Full acquisition

• Business must support:

  • Full SBA debt service

  • Market compensation for one full-time CEO role

  • Ongoing working capital and equipment reinvestment

• Target DSCR: 1.6x or higher

Hard No

• Pure digital marketing or SEO/social/media/web agencies

• Businesses dependent on a founder / founder’s personal brand

• Trend-driven or platform-dependent companies

• Venture-backed or early-stage startups

• Distressed turnaround situations

• Businesses lacking operational depth or management continuity
  
  

Nice-to-Haves

• Clear upside from brand refresh, creative strategy, or improved client experience

• SOPs and modern project management tools already in use