ABOUT MESelf-funded principal buyer in San Diego, acquiring one operating business to own and run full time. Sole decision maker, no investment committee, no capital raise contingency.CAPITAL AND FINANCING$400,000+ in liquid funds designated solely for acquisition. SBA 7(a)pre-qualified to $4.5 mill…
ABOUT ME
Self-funded principal buyer in San Diego, acquiring one operating business to own and run full time. Sole decision maker, no investment committee, no capital raise contingency.
CAPITAL AND FINANCING
$400,000+ in liquid funds designated solely for acquisition. SBA 7(a)
pre-qualified to $4.5 million at 10% down, with credit, personal financial
statement and tax returns already reviewed and cleared. Real estate equity available as additional collateral. Proof of funds and lender contact on request.
ACQUISITION CRITERIA
Enterprise value $2.0M to $3.5M, at 3.0x to 3.5x SDE. SDE of $700,000 to $1,100,000. Revenue $2.5M to $8M. Five or more employees, ten or more years in operation. Contracted or recurring revenue strongly preferred over project
backlog. Sectors: business services, B2B, light manufacturing, distribution, home and commercial services.
GEOGRAPHY
San Diego and Southern California first. Will travel for the right business across California, Arizona, Nevada, Utah, Colorado, Texas, Idaho, Oregon and Washington.
NOT A FIT
Owner-dependent professional practices, customer concentration above 30%, businesses in structural revenue decline, franchise resales, pure e-commerce.
HOW I WORK
CPA and M&A counsel are already retained, so diligence begins the day an LOI is signed. Every teaser gets a response within 24 hours, including the passes, with a specific reason. LOI within two weeks of a management meeting, with a stated expiration. 60-day diligence target. Price moves only on a documented finding.
BACKGROUND
Twenty years leading product organizations across real estate technology, credit, insurance and financial data, including CoreLogic, Experian and Snappt, where I led product diligence on an acquisition. MBA, UCLA Anderson.
SDExit Advisory
SD Exit Advisory is my solo consulting practice. I work with owners at the earliest stage of considering a sale, before a broker is engaged, on businesses generally smaller than my buy box. I do not list businesses, represent sellers in a sale process, or take transaction fees.
