What We Look For
We publish our criteria openly because your time matters. Skim the numbers, scan the checklist — and if you're close, ask anyway.
(sweet spot: $3M–$5M)
(SDE or EBITDA)
operating history
anywhere we can drive to
Local by design
Orange County first, plus LA, San Diego, Riverside, and San Bernardino. We operate hands-on.
Built to endure
Proven through economic cycles — value that lives in relationships, licenses, and skilled people.
People who care
A team that puts customers first, and managers who take real ownership of the work.
Essential work
Services, trades, light manufacturing, distribution, B2B — the businesses that keep SoCal running.
Room to build together
Shared customers, complementary services, or operations we know how to strengthen.
Your timeline
Stepping back in 3–12 months is ideal — but owners 1–3 years out who want to prepare well are welcome.
A great fit
- Retiring or transitioning owner
- Loyal, repeat customer base
- Experienced team that stays
- Clean books your CPA stands behind
- Reputation you'd defend at a barbecue
Not our lane
- Restaurants
- Startups & pre-revenue ideas
- Turnarounds & distressed situations
- Businesses that only work with the owner in the building*
*If that's you and you're 1–3 years out — talk to us anyway. We'll tell you how to fix it, free, whether or not you ever sell to us.
The intangibles matter most: customers who'd notice if you disappeared, employees who've stayed, pride in the work. If that sounds like your company, our criteria are guidelines — not gates.— Brian D. Ward
Sound like your business?
Two minutes to tell us the basics. A personal reply within one business day. Complete confidentiality either way.
Start a Confidential Conversation