My Focus

Provide a succession plan for an owner interested in retirement

If you are a business owner considering a transition to other projects or retirement, I represent an option to preserve your legacy and your company’s culture. I want to acquire 100% of a business and run it as a local owner-operator with full commitment to the long-term success of its existing employees and customers. With my legal and accounting resources alongside committed funds available from myself and the SBA, I can move quickly to close a transaction. As I enter into a new industry, I understand I have a lot to learn. I will lean on my background, my mentors, and your management team that will remain after the transition; this will leave the business in capable hands with a strong foundation for future prosperity.

​I am looking for a privately held business with the following characteristics: 

• Annual sales between $3 to $7 million

• Profit margins over 15%

Lastly, I want to work with an owner who is interested in a smooth transition for themselves and their employees and who truly cares about the future of their business.