top of page
Is This a Good Fit for all Parties?
I am a good fit if you:
- Want to buy an established, profitable small business
- Plan to use SBA financing for your acquisition
- Plan to run the business yourself as the majority owner
- Want an experienced partner, not just a consultant
- Are open to honest feedback, including "don't buy this one"
I am probably not a fit if you:
- Want a passive investment with someone else running the business
- Are looking for a startup rather than an existing business
- Want someone to cosign or guarantee your loan
- Don't have capital to investÂ
- Partnership Strategy: We are not a fit if you seek a passive investment without day-to-day management responsibilities.
- Business Profile: Our focus is strictly on acquiring established, profitable companies; we do not invest in early-stage startups.
- Lending Requirements: We do not personally guarantee or cosign SBA loans, as we maintain ownership stakes under the 20% reporting threshold.
- Engagement Model: We are co-investors and strategic partners, not fee-based consultants or passive lenders.
When We Are Not a Fit
bottom of page