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Ready to take control of your retirement?
This is likely the biggest financial consideration you will ever make, and our dedicated team of industry experts. is here to make this a rewarding one.

Call today at 949-694-6031 or email us to discuss what a personalized exit strategy looks like for you,

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FAQS

What are your investment criteria?

We look for businesses with a 3 year financial performance consistently demonstrating a minimum of $1.5M in Revenue and $800,000 in EBIDTA.

What business types are in your Buy Box?

We are looking for businesses in the following areas:

• Essential Home Services (HVAC, Plumbing, Electrical, Landscaping)

• Manufacturing

• Engineering

• Construction

• E-Commerce

• Technology (includes SaaS, IT Services)

• Healthcare, Health and Wellness, Preventative Care

• Professional Services: Marketing, CPA/Bookkeeping, Staffing, Insurance

What can I do to ensure a higher valuation?

We've the data you need and information you need to understand how to walk away wealthy.