
You keep 100% of the value you’ve created.
No dilution. No takeover. No loss.
You stay the face and the decision-maker as we scale.
Burned before? You’re exactly who we want, losses are lessons that make you better and stronger in order to win bigger the second time.
Worried about control? You keep it. We only profit after you grow beyond your current level.
Don’t want headaches? We add systems, simplicity, and scale giving you the opposite of chaos.
Want legacy, not just income? This is how you get both.
Accounting / Financial Services: CPA firms, Bookkeeping, Payroll (no audit-only firms)
Home Services: HVAC, Plumbing, Electrical, Pest Control, Lawn Care, Pool Services, or any subscription-based maintenance model
EBITDA: $750,000+ is the sweet spot (lower for strong accounting firms)
Recurring Revenue: 30%+ of your top line is recurring/subscription-based
Margins: 30%+ gross margin, 20% or less on SG&A, at least 10% net income/EBITDA
Revenue Concentration: No one customer >20% of revenue, top 3 clients ≤40%
Company Age: At least 5 years in business, proven stable reputation
Team: Have middle management or are willing to develop it
Systems: Use cloud accounting (QuickBooks/Xero), have a CRM (ServiceTitan/Jobber/HubSpot) or equivalent
Growth Hubs: Based in the U.S., Australia, or UK/Ireland—especially suburban/regional markets
Churn (if recurring): Under 10% per year
LTV:CAC: At least 3:1 (your customers are sticky and valuable)
CapEx: Minimal ongoing capital needs (ideally <8% of revenue)
Working Capital: Clean financials, current ratio 1.5x+
Active online presence (reviews, web, digital marketing, lead generation channels)
No major legal or compliance issues
Systems and processes that can be plugged into a larger machine
Recognized and respected in your market
Open to cross-selling, new service lines, or merging into a broader platform
Culturally stable and adaptable ready to scale with the right partner
Established foundation
Real revenue
Leadership with drive
The infrastructure (or willingness) to grow