Criteria
We seek business owners ready to entrust what they've built to a thoughtful next steward.
What we look for
We are focused on enduring, well-run businesses with strong fundamentals, loyal customers, and teams we can support and grow.
Below is a clear snapshot of our acquisition criteria.
Financial profile
- Revenue: $5M to $50M
- Earnings: $1.5M to $5M (EBITDA or SDE)
- History: Profitable for 3+ years
- Margins: Pre-tax profit margin ≥ 10%
Business characteristics
- Recurring or repeat customer demand
- Diversified customer base (limited customer concentration)
- Strong reputation and durable competitive position
- Opportunities for operational improvement and steady growth
- Low customer churn and high customer satisfaction
Owner and transition fit
- Owner seeking a thoughtful transition and long-term steward
- Willingness to support a defined transition period (flexible timeline)
- Interest in protecting employees, customers, and legacy
- Clean, straightforward communication and aligned expectations
Have a business that fits?
If you're considering a transition - even if you're early in the process - we welcome a confidential conversation.
Contact
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chris@oldbrookewood.com