A solution for business owners who care about their legacy
We believe founders should realise the true value of the legacies they’ve built.
We provide an effective succession solution for retiring business owners
If you represent a small business owner whose business meets our criteria, we want to work with you.
A simple process
We have clear acquisition criteria
Duration of ownership
The seller has owned the business for at least 10 years. We understand that not all business sellers will be fully retiring – some will simply be looking to move into a different chapter of life.
Industry viability
The business operates in a continuing industry.
Financial performance
The business has shown consistent profitable performance and has an annual revenue between $2m and $10m, and an annual true profit of at least $500k.
Data quality
The business is able to provide clear and organised data, and uses one of XERO, MYOB or Quickbooks to manage its financials.
Team continuity
At least two key team members will continue at the business post sale.
Revenue and relationship diversity
The business sources its revenue from a wide portfolio of customers, and client relationships are held across the business.