Building a Portfolio of Profitable,
Process-Driven Service Companies

Qualified buyer with technical expertise, capital ready, and long-term commitment to operational excellence

SBA Pre-Qualified Washington State Focus Off-Market Preferred Consulting for Equity Available

Buyer Profile

🎓 Technical Background

Master's degree in Telecommunications with deep understanding of complex systems and infrastructure

🌱 Mission-Driven

Passionate about energy preservation, building performance, and environmental sustainability

📊 Process-Oriented

Data-driven operator who values measurable success through KPIs and operational dashboards

🤝 Culture Focused

Committed to preserving company culture, employee relationships, and customer service excellence

Target Business Criteria

Financial Parameters

$1M-$5M Annual Revenue
$500K+ EBITDA
2.5x-3.5x Multiple
1.8+ DSCR

Target Industries

Energy Efficiency Services HVAC Installation & Service Building Envelope & Weatherization Smart Building Systems Building Automation (BAS) Renewable Energy Integration Telecom Infrastructure Energy Audits & Retrofitting

Operational Requirements

Business Stability

  • 20+ years in operation
  • 10+ full-time employees
  • Proven track record
  • Established customer base

Management Structure

  • Runs without owner
  • Management team in place
  • Documented SOPs
  • Low employee turnover

Revenue Profile

  • 20%+ recurring revenue
  • Diversified customer base
  • <20% concentration
  • B2B or B2C acceptable

Deal Structure

Flexible Engagement Options

We understand every business owner has different goals and timelines. We offer multiple pathways to work together:

🤝 Full Acquisition

  • Traditional business purchase
  • SBA 7(a) pre-qualified
  • Seller financing options
  • Flexible transition timeline

📊 Consulting for Equity

  • Operational improvement consulting
  • Exchange services for equity stake
  • No upfront cash required
  • Bridge to future acquisition or ongoing partnership

🔄 Hybrid Approach

  • Start with consulting relationship
  • Prove value and fit
  • Transition to acquisition when ready
  • Equity earned converts to purchase

Consulting for Equity: A Strategic Partnership

Not ready to sell but want to maximize your business value? Our consulting-for-equity arrangement allows you to leverage our operational expertise while maintaining ownership and control.

What We Bring:

⚙️ Process Optimization

Lean Six Sigma methodology to streamline operations and reduce waste

📈 KPI Dashboards

Data-driven decision making with real-time performance metrics

💰 Recurring Revenue

Build predictable income streams through service contracts and maintenance agreements

📋 Systems & SOPs

Document and systematize operations for scalability and eventual transition

🎯 Strategic Planning

Long-term growth strategy aligned with your exit timeline

🤝 Aligned Incentives

Equity stake ensures our success is directly tied to your business growth

Ideal For:

  • Business owners planning to exit in 3-5 years
  • Companies hitting a growth plateau needing fresh perspective
  • Owners wanting to test a partnership before full transition
  • Businesses seeking operational expertise without outside capital
  • Family businesses preparing the next generation

Traditional Acquisition Structure

Financing Approach

  • SBA 7(a) pre-qualified
  • Seller financing preferred
  • Earn-outs acceptable
  • Equity rollover negotiable

Transaction Process

  • Confidential discussions
  • Quick decision-making
  • Flexible on timing
  • Professional advisors engaged

Transition Support

  • Seller can stay as employee
  • Retain key management
  • Preserve culture & relationships
  • Smooth handoff process

Geographic Focus & Growth Strategy

Primary focus on Washington State with openness to out-of-state opportunities with operating partners.

Long-Term Vision

This is a platform acquisition with plans for strategic bolt-on acquisitions to build a portfolio of complementary businesses. The goal is to create value through operational excellence, market consolidation, and strategic growth over a 5-10 year horizon.

Value Creation Focus

  • Process optimization (Lean Six Sigma)
  • Enhanced financial reporting
  • Expanded recurring revenue
  • Cross-selling opportunities

Bolt-On Strategy

  • Same vertical consolidation
  • Geographic expansion
  • Complementary services
  • Shared customer base leverage

Let's Explore How We Can Work Together

Whether you're ready to transition your business, exploring your options, or looking for strategic operational support, I'd welcome the opportunity to discuss your goals with complete discretion.

I offer flexible arrangements including traditional acquisition, consulting-for-equity partnerships, or hybrid approaches tailored to your timeline and objectives. Every business and owner is unique, and I'm committed to finding the right structure that preserves your legacy while achieving your personal and financial goals.

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