Investment Criteria

Desiring companies in the United States with consistent annual pre-tax net earnings between $1 and $4 million, acquisition opportunities should generally meet the following criteria:

  • Recurring Nature of Customer or Consumable Nature of Products

  • Asset Light

  • Stable and Broad Customer Base

  • Healthy Layer of Non-Owner Management

  • Established Niche Expertise

  • Closely Held Ownership Looking to Retire

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