I’m focused on acquiring established businesses with strong fundamentals.
I’m not searching for a turnaround play or a speculative bet—an ideal business profile is one that has a proven delivery model, steady cash flow, and a reputation built over years of serving its customers and community.
Stable Financials
- Consistent Revenue: A clear history of top-line stability, ideally with three to five years of relatively predictable sales (mid–single digit annual growth is a positive, but flat is acceptable if margins are strong).
- Healthy Margins: EBITDA margins that reflect operational discipline—enough cushion to reinvest in the business without eroding owner earnings.
- Recurring or Repeat Revenue: Whether through contracts, repeat customers, or long-standing community loyalty, I’m targeting businesses where revenue is not purely transactional or one-time.
- Clean Books: Transparent financial statements, with reliable accounting practices and minimal personal expenses flowing through the business.
Operational Qualities
- A Capable Team: Employees who know the operations inside and out, and are prepared to stay on post-transition. Institutional knowledge matters.
- Customer Stickiness: A track record of loyal customers who return again and again, whether through strong service relationships, long-term contracts, or brand trust.
- Process Maturity: Systems, suppliers, and processes that aren’t entirely dependent on the outgoing owner—this ensures continuity and allows the new ownership to build on what’s already working.
Community Standing
- Targeting businesses in the vicinity of Westchester County and the Lower Hudson Valley, including the greater tri-state area (Orange, Putnam, Rockland, Fairfax, or Bergen counties). Open to select remote-operations businesses where there’s continuity of services and operations.
- Reputation is an asset that doesn’t appear on the balance sheet, but it’s one I take seriously. A business with deep ties to its community—trusted by customers, respected by competitors, and known as a good employer—has a durable advantage that I intend to preserve.
The Sweet Spot
- $500K – $1.M sale price, which will be financed entirely or in part through SBA
- $1M–$5M in annual revenue
- $250K–$750K in EBITDA, consistently over the last 3 years
- A customer base that is diversified enough to avoid concentration risk
In short: looking for businesses that are steady, respected, and positioned to thrive long after the founder steps away. Our role is to bring continuity, care, and commitment—ensuring that employees, customers, and the community can rely on the business for years to come.