Our Approach
No surprises. No shortcuts. Just a process that respects your time.
We've designed every step to be clear, honest, and founder-friendly — because the way a deal gets done matters as much as the deal itself.
The Process
Four steps. Zero surprises.
Every acquisition follows the same thoughtful path — from the first handshake to the final signature. Here's how it works.
First Conversation
We listen, ask the right questions, and see if there's a fit.
Discovery
We dig into the numbers, the people, and the story behind the business.
Structuring
We build a deal that works for both sides — fair, transparent, and sustainable.
Close & Transition
We finalize the deal and begin the transition with care and continuity.
It starts with a conversation, not a pitch.
Before we look at a single spreadsheet, we want to understand you — the person behind the business. Why did you build it? What matters to you about what comes next?
This first call is informal, confidential, and zero-pressure. If there's a fit, we'll both know it.
- 30-minute introductory call
- No NDA required at this stage
- You set the pace
We do our homework — thoroughly and respectfully.
Once there's mutual interest, we move into discovery. We'll review financials, understand operations, meet key people, and get to know the business from the inside out.
We don't rush this. And we don't surprise you with requests at the last minute. You'll always know what we need and why we need it.
- Structured financial review
- Operational deep dive
- Complete confidentiality throughout
We structure deals that make sense for everyone.
We use SBA financing to acquire businesses, which means competitive terms and a deal structure that's proven and well-understood. No creative accounting. No hidden conditions.
We'll walk you through every detail — purchase price, transition period, what stays, what changes — so there are no surprises on either side.
- SBA-backed financing
- Clear, fair valuation methodology
- No last-minute retrading
We close the deal and earn the trust.
Closing isn't the end — it's the beginning. We work with you on a transition plan that protects customers, employees, and the relationships that make the business work.
Whether you want to stay involved or step away completely, we'll design a transition that fits your life and gives the business the best chance to thrive.
- Customized transition plan
- Employee and customer continuity
- Long-term stewardship mindset
Acquisition Criteria
What we look for.
We're selective — not because we're picky, but because we want every acquisition to be the right one. Here's what gets our attention.
Revenue: $1M – $5M
Established businesses with consistent revenue and a solid customer base.
Profitable Operations
Healthy margins with clear SDE and a track record of financial stability.
Central Florida & Beyond
Based in or around Central Florida preferred, but open to the right opportunity nationwide.
Owner-Operated
Businesses where the founder is central to operations and ready to transition.
Loyal Customer Base
Low concentration risk, with recurring revenue or strong repeat business.
10+ Years in Business
Proven staying power. We want businesses that have weathered cycles and earned their reputation.
Common Questions
What sellers usually want to know.
How long does the process take?
Every deal is different, but most close within 90–120 days from LOI to closing. We move at your pace and never rush the process.
Will my employees be taken care of?
Yes. Retaining your team is almost always our first priority. The people who built the business are the ones who know how to run it.
Do I need a broker?
Not necessarily. We work directly with owners and through brokers. Either way, the process is the same — respectful, transparent, and thorough.
How is the business valued?
We use standard SDE-based valuation methods with industry-appropriate multiples. We'll walk you through our methodology — no black boxes.
What happens after the sale?
We design a transition plan together. Some owners stay on for 6–12 months, others prefer a clean break. We accommodate both.
Is the conversation confidential?
Absolutely. We'll sign an NDA whenever you're ready, and we never discuss a potential deal with anyone outside the process.
Like what you see?
Whether you're ready to explore a sale or just want to understand what the process looks like, we're here to talk.