INVESTOR PROFILE

AQUISITION CRITERIA

Finance:

• Investment: Can invest at least $500k in cash + Financing. Strong Net Worth & Credit Scores. Sole Investors. Open to partners for larger deals.
• Financing: Has relationships with SBA and mainstream banks. Open to Seller Financing and private investment. Exploring and in conversations with capital partners for larger deals.
• Deal Size: Targeting $1.5 - $5 million purchase price, willing to go up to $7-9 Million.
• SDE: minimum of $500k after debt service with healthy margins.

Personal Goals:

• Timeline: Prepared to make an acquisition anytime.
• Envisioned Role: Prefer operators in place for day-to-day operations, they will oversee strategy and expansion; open to being more involved on larger acquisitions aligning with their skills. Will hire an operator if not one in place. 
• Work Hours: Long-term ideal work week not more than 20-25 hours, given an operator is in place. Flexible on hours in initial transition period.

Business Characteristics:

• Industry: Industry Agnostic. Prefers businesses in health and wellness aligned with longevity, such as supplements, imaging, physical therapy, and pain management. Have previously explored ice manufacturing, auto repair, remodeling, dropshipping, printer rental, pet services, hail damage repair, and a cleaning company but dismissed due to reasons like low SDE, limited growth, and seasonal nature. Open to explore businesses in these industries if strong financials/not seasonal. Open to regulated sectors and acknowledges opportunities in areas like accounting, aiming to create value in traditionally less attractive fields.
• Type: Prefers B2B service businesses. Comfortable with online and offline ventures, especially SAAS and e-commerce.
• Growth: Prefer well-established, stable businesses to huge growth opportunities, but want business to be in a stable or growth market.
• Location: Open to online businesses located anywhere in the US; prefer DFW Metro area or within a four-hour drive if physical presence is required if they have a reliable operator and only require quarterly on-site visits. No multinational businesses.
• Employees: No specific preference for size, like lower costs of labor, but do not want so few it could put business at risk if one employee lost. Employees must have capacity to grow and be coachable.
• Avoidance: Averse to businesses tied to social media, government contracts, traditional healthcare ("sick care"), franchises, and retail/storefronts. Avoids ventures that exploit employees or don't benefit employees and customers.
• Customer Base: Prefer businesses with a diverse customer base, avoiding customer concentration issues. Open to global client-base, has experience with global currencies and regulations like GDPR.
• Long-Term Vision: Sees businesses as assets to keep if they are profitable and rewarding. Open to owning a variety of businesses but will consider selling if one doesn't fit. Plans to slowly take on less active roles, without fully retiring.
• Competition: Views competitive markets positively, recognizing the potential in being a strong contender in large markets. Emphasizes the importance of differentiation – an x-factor – and appreciates well-designed products and services.
• Values: Values a company culture emphasizing transparency, proactive employee engagement, strong customer service, and mutual benefit for employees and customers. Prioritizes ethical considerations, avoiding businesses that exploit workers or contribute to unhealthy practices. Emphasizes customer-centric values, leadership empowerment, and political neutrality. Believes in businesses that contribute positively to society and improve people's lives.

Owner Transition:

• Duration: Open to different transition periods for a smooth handover, desires minimum of 90 days from Owner. 
• Consultancy: Open to having the previous owner stay on in a consultancy role. 
• Philosophy: Prioritize a smooth transition with continued success for the business.

MEET EVE & ELI

A dynamic duo in the tech and software industry, Eve and Eli bring a unique blend of digital innovation, strategic leadership, and a deep commitment to ethical business practices. With a combined experience spanning over six decades, they have pioneered advancements in digital identity, security, and SaaS business models.

Driven by their professional aspirations and a deep-rooted commitment to ethical business practices, they are actively seeking a business acquisition that resonates with their values of integrity, innovation, and community impact. Their goal is to foster a culture that emphasizes employee growth, transparent communication, and sustainable business practices, building a lasting legacy in their next venture.

Career History:

• Eve: With a career spanning nearly four decades, Eve has made her mark in digital identity and security, serving as a CTO and senior analyst for leading tech firms. Her work, primarily focused on tech innovation at both startups and established companies, has significantly influenced Internet standards that are in use every day by millions. Eve is renowned for her strategic contributions in shaping how businesses, including Fortune 500 companies, manage online identity, security, and privacy.
• Eli: With 40 years in tech, Eli has been at the forefront of the SaaS and Cloud Computing revolution. His journey has taken him from launching and nurturing tech startups to spearheading major cloud computing initiatives at global enterprises. Eli's also dedicated to community and civic engagement having been an HOA board member, political candidate, and fundraiser for nonprofits.

Key Attributes:

• Eve: Known for her forward-thinking innovation, ability to translate complex tech concepts for business strategy, and championing safe and private online experiences. Recognized as a strategic thinker, effective communicator, and innovative leader and recognized for her intuitive and analytical decision-making. Eve excels in fostering inclusive leadership and advocating for responsible tech development.
• Eli: A strategic planner and skilled problem-solver, Eli combines his deep technical knowledge with strong leadership abilities. He has a talent for enhancing team productivity and driving innovative solutions. He’s successfully raised funds, managed significant budgets, and steered companies from inception to profitable exits. His technical mastery is matched by his ability to lead large teams, develop leaders, and drive innovative solutions, underlining his talent for enhancing team productivity and operational efficiency.

Values & Vision:

• Both: Dedicated to ethical business practices, they prioritize transparent communication and community wellbeing. Eve and Eli are committed to sustaining a positive work environment while driving business growth and innovation.

INDUSTRIES OF INTEREST

Accountants • Accounting & Tax Practices • Alarm Services • Apartment Rental • Auto Body Repair • Auto Detailing • Auto Repair • B2B • Beauty & Personal Care • Blinds Installation • Bookkeeping • Builders • Building & Construction • Business Coach • Car Detailing • Car Wash • Carpenters • Carpet Installation • Cleaners • Cleaning Businesses • Cleaning Service • Coaching Services • Commercial Cleaning • Commercial Cleaning & Janitorial • Computer Repair • Construction • Construction Sub-Contractors • Consultant • Consulting • Coolsculpting • Cryotherapy • Data Recovery Service • Day Spas • Demolition • Digital Agency • Digital Marketing • Drywall • E-Commerce & E-Tailers • Exterminators • Financial Planners • Fitness • Fleet Services • Floor Cleaners • Flooring • Flooring Service • Garage Door Repair • General Contractors • Glass Contractors • Gokarting • Gun Safes • Gun Stores • Gunsmiths • Gutter Cleaning • Hardwood Flooring • Healthcare, Medical, & Fitness • Home Automation • Home Inspections • Home Renovation • Home Security • Home Staging • House Painters • Kitchen Remodeling • Land Clearing • Landscaping • Laser Hair Removal • Limo Service • Logistics • Marketing Agency • Medical Spas • Mobile Apps • Network Consultants • Office Cleaning • Oil Service • Online & Technology • Pain Management • Paint Contractors • Painters • Paving Contractors • Pest Control • Physical Therapists • Point of Sale Systems • Pressure Cleaning • Property Maintenance • Property Management • Regeneration Medicine • Residential Cleaning • SEO Companies • Service Businesses • Sleep Clinics • Software as a Service • Spa • Spas • Stamped Concrete • Supplements • Taxi Services • Tire Shops • Towing Service • Tree Service • Used Car Dealer • Welding Service •

FINANCIAL READINESS

Eve & Eli are ready to purchase a business that fits their criteria. 

They have established relationships with lenders & capital providers and a clear status as qualified buyers.

Their Net Worth and Credit Scores position them to easily qualify for financing.

Comprehensive financial statement available upon request.