For brokers, CPAs, estate attorneys and bankers.
If a client is thinking about what's next for their business, here is what I look for, where I focus, and how I handle an introduction.
What I look for.
Established, owner-led service businesses within about an hour of Lakewood Ranch, with a team in place and revenue that comes back every year.
I'm a single, local buyer using my own capital plus an SBA bank loan. One decision-maker, no committee and no investment board, so you and your client get straight answers.
| Revenue | About $1.5M to $5M |
|---|---|
| Owner earnings | $300K+ a year (SDE) |
| History | 10+ years in business |
| People | A team in place |
| Revenue type | Recurring or insurance-paid |
| Location | About an hour from Lakewood Ranch |
Recurring, required, or insurance-paid work.
These are the industries I know I want to own for the long term. A strong business just outside them is still worth a call.
-
Pest control and termite
Residential and commercial service routes
-
Commercial HVAC and refrigeration
Service and maintenance agreements
-
Commercial plumbing and backflow testing
Required annual testing and repair
-
Pool service
Weekly route-based maintenance
-
Auto glass and ADAS calibration
Insurance-paid replacement and calibration
What I'm not: not private equity, not a competitor, and not a roll-up that buys to flip.
Know an owner thinking about what's next?
Business brokers, CPAs, estate attorneys, friends and neighbors: if you hear of a business that fits, I'd like the introduction. Every conversation is confidential.
How I handle an introduction
- Your client's name and business stay confidential. I sign an NDA before reviewing anything.
- I reply promptly and tell you early, and honestly, whether it's a fit.
- Brokers: I'm glad to work within your process and timeline.
- CPAs, attorneys and bankers: I keep you informed as far as your client wants, and your relationship with them stays yours.
- Employees stay, the name stays, and the business stays local. Your client's legacy is protected.
Have someone in mind?
Call or email me directly. A short note with the industry and general location is enough to start, and nothing goes further without your client's permission.