Continuing legacies through acquisition and growth of businesses and properties
We help business owners pass on the their legacies with sincerity, integrity, and transparency.
Small Businesses
We work with business owners to develop exit solutions best for their needs. Our intentions are simple and sincere: to steadily grow the businesses by serving others and treating employees well.
Our values
Investment criteria:
Business model: proven and profitable with steady growth
Industry: any - with focus on home services, healthcare-adjacent, real estate-adjacent, and leisure / travel
Size: SDE / EBITDA over $300,000
Geography: western half of the U.S.
Commercial (Hospitality) Assets
We seek to acquire commercial hospitality properties from retiring owners in high-traffic California areas that have opportunities to breathe new life into the property or business operations.
Our values
Investment criteria:
Opportunity: value-add through renovations and/or marketing
Geography: California coast, secondary markets, tourism markets
Current revenue: over $500,000