INVESTOR PROFILE

ACQUISITION CRITERIA

Finance:

• Investment: $200,000–$300,000 in liquid funds, $300,000+ in retirement accounts, $900,000–$950,000 in home equity.
• Financing:  Prequalified by Live Oak Bank for SBA 7(a) financing up to $7 million.
• Deal Size: Targeting deals up to $7 million, seeking businesses that generate a post-debt service profit of at least $250,000 annually, with an ideal range of $400,000–$500,000 annually. 

Personal Goals:

• Timeline: Ready to acquire as soon as the right opportunity is available.
• Envisioned Role: Active operator initially, focusing on growth, operations, and strategic development. Long-term goal is to operationalize the business for flexibility.
• Work Hours: Willing to commit necessary hours initially, with a goal of achieving a flexible schedule to prioritize family time.
• Location: Prefers Austin and surrounding cities (Cedar Park, Leander, Round Rock, Georgetown), open to San Antonio and cities between Austin and San Antonio, with flexibility for limited travel to Dallas and Houston for the right opportunity.

Business Characteristics:

• Industry: Open to a wide range of industries, with strong NOs for automotive, beauty, general contractors, healthcare, restaurants, and online businesses. Prefers businesses with growth potential, operational stability, and alignment with his sales and strategic background.  Specific interests include Real Estate and Property Management, Fitness and Wellness Industry, Children's Activities and Education, Entertainment and Events (Music, movies and concerts), Technology and SaaS, Culinary Experiences. 
• Online Businesses: Not interested in e-commerce, may be open to SaaS or other online models depending on the business.
• Growth Potential: Prioritizes businesses with strong growth potential and operational efficiencies that can benefit from his sales and marketing expertise.
• Employees: Open to managing existing teams, with a focus on collaborative and growth-oriented company culture.
• Avoidance/NOs: Avoids highly regulated industries, businesses requiring specialized licenses, and industries without clear growth paths.
• Customer Base: Prefers B2B models but is open to B2C with strong operational structures.
  Long-Term Vision: Aims to build a business that allows for operational independence, financial growth, and personal flexibility.
• Competition: Open to competitive industries with clear differentiation and growth opportunities.
• Values: Integrity, professionalism, and sustainable business practices.

Owner Transition:

• Duration: Flexible, depending on the business needs. Open to short-term transitions if the business is operationally sound.
• Consultancy: Open to transitional consulting from the previous owner to ensure a smooth handover.

MEET JUSTIN

Justin is an experienced sales leader, real estate investor, and former small business owner with over a decade of success in strategic sales, client relations, and operational management. He has a proven track record of surpassing sales quotas, building relationships, and leading teams in technology sales, SaaS, marketing, and real estate. His entrepreneurial spirit is evident in his previous ventures, including co-founding an advertising agency and managing real estate investments.

Career Highlights:

• Enterprise Sales Leadership: Led sales operations and account management for enterprise-level clients across industries such as technology, finance, marketing, and real estate.
• Portfolio Management: Managed multi-million-dollar client portfolios, driving revenue growth and ensuring client satisfaction.
  Strategic Development: Developed and implemented go-to-market strategies, resulting in successful sales campaigns and client acquisitions.
• Team Leadership: Trained and mentored sales teams, enhancing performance and achieving sales targets.
• Entrepreneurial Ventures: Co-founded a marketing agency, growing a client base from zero to eight within five months, delivering high ROI, and achieving profitability quickly.
• Real Estate Investment: Extensive experience in real estate development, investment, and portfolio management, demonstrating strategic planning and risk management skills.
• Past experience in Fitness/Personal Training & Music Education

Key Attributes:

• Sales Expertise: Extensive experience in B2B sales, SaaS, and client relations.
• Entrepreneurial Drive: Proven ability to build and grow businesses from the ground up.
  Operational Acumen: Strong background in managing operations, sales teams, and strategic growth.
• Financial Resilience: Successfully navigated the 2008 real estate downturn, demonstrating adaptability and strategic foresight.
• Collaborative Leadership: Skilled in managing and mentoring teams, fostering a culture of growth and excellence.

Values & Vision:

Justin values integrity, professionalism, and sustainable growth. His vision is to acquire and grow a business that not only achieves financial success but also provides the flexibility to prioritize family and personal well-being. Long-term, Justin aims to achieve financial independence, allowing him to focus on passion projects, family, and travel while building a thriving business aligned with his values.

INDUSTRIES OF INTEREST

Accounting & Tax Services • Acupuncture • Addiction Treatment Center • Adoption Agency • Advertising & Design • Advertising Agency • Air Conditioning • Air Duct Cleaning • Airplane & Aviation Services • Airport Transfers • Amusement Parks • Apartment Rentals • Appliance Repair • Appraisers • Arcades • Architects • Architecture & Interior Design • Asbestos Removal • Assisted Living Facilities • ATM • Attendants • Attorneys • Auto Dealers • Auto Parts Manufacturing • Auto Parts Recycling • Auto Rental • Band Hire • Banking Institutions • Bankruptcy Services • Banner Printing • Banquet Halls • Bathroom Contractors • Beauty Services • Bedding Store • Birthday Parties • Blinds Installation • Blood Tests • Bookkeeping • Boutique • Bowling Alleys • Brokerage & Security Dealers • Builders • Building & Construction • Building Material & Hardware Stores • Bus Charter • Business Coach • Business Insurance • Camping Stores • Car Dealerships • Car Decals • Car Detailing • Car Inspections • Car Rental • Car Wash • Cardiologist • Carpenters • Carpet Cleaners • Carpet Installation • Casinos • Check Cashing • Chimney Cleaners • Chiropractors • Cinema • Cleaners • Closet Suppliers • Clothing & Footwear Manufacturing • Coaching Services • Commercial Lenders • Commercial Loans • Communication & Media • Communications Equipment • Computer & Chip Manufacturing • Computer Repair • Computer Store • Concrete • Concrete Contractors • Construction • Construction Sub-Contractors • Content sites (affiliate/advertising) • Contractors • Coolsculpting • Cosmetic & Plastic Surgery • Counselors • Courier Services • Crane Rental • Credit Card Merchants • Credit Counseling • Credit Repair • Credit Unions • Crypto Related • Custom Signs • Dance Studios • Dance, Pilates, & Yoga • Day Care & Child Care Centers • Daycare • Debt Consolidation Services • Deck Builders • Demolition • Dental Services • Dermatologists • Dietitians • Digital Marketing • Digitla products • Disc Jockey • Doctors • Dog Boarding • Dog Grooming • Dog Training • Door Installation • Driveways • Dry Cleaners • Drywall • eCommerce/Amazon FBA • Educational • Electric, Mechanical Contractors • Electrical & Mechanical Construction • Electronic Components Manufacturing • Electronic Equipment Manufacturing • Elevator Contractors • Embroidery Services • Entertainment, Leisure, & Recreation • Escape Rooms • Esthetician • Esthetician Services • Event Planners • Exterminators • Fabric Shops • Factoring • Fence Contractors • Fence Suppliers • Financial Advisors • Financial Planners • Financial Services • Firewood • Fitness Services • Flooring • Flooring Contractors • Flooring Services • Freight Forwarders • Furniture Manufacturing • Furniture Stores • Garage Door Repair • General Contractors • Glass Contractors • Glass, Stone & Concrete • Glaziers • Gokarting • Golf Courses • Golf Courses & Services • Golf Store • Gunsmiths • Gutter Cleaning • Gyms • Hair & Beauty Retail • Hair Removal • Hair Salons • Handyman • Hardwood Flooring • Hearing Aid Store • Heating & Cooling Services • Heating Services • Home Automation • Home Health Care • Home Inspections • Home Security • Hospitals • House Painters • HVAC • HVAC Manufacturing • Hypnotherapists • Ice Skating • Industrial & Commercial Machinery Manufacturing • Insurance Agencies • Insurance Agents • Internet Publishers • Internet Service Providers • Investment Advisors • Junk Removal • KDP businesses • Kitchen Remodeling • Landscaping • Language Classes • Language Schools • Laser Eye • Lasik • Learning Centers • Lighting Contractors • Lighting Products Manufacturing • Lighting Stores • Loan Officers • Locksmiths • Logistics • Lumber & Wood Manufacturing • Machine Shops • Machinery • Magicians • Maid Service • Managed Service Provider • Massage • Med Spa • Medical Device Manufacturing • Metal Manufacturing • Mobile Apps • Mold Removal • Mortgage Brokers • Movie Theaters • Moving & Delivery Services • Moving & Storage • Nail Salons • Network Consultants • Nightclubs & Theaters • Notary Services • Nutritionists • Office Cleaning • Optical Services • Oven Cleaning • Painters • Painting • Paper & Packaging Manufacturing • Party Planners • Party Rental & Supply • Paving Contractors • Pediatricians • Personal & Auto Lenders • Personal Trainers • Pest Control • Pet Daycare & Boarding • Pet Grooming • Pet Salon • Pet Services • Pet Store & Supplies • Pet Stores • Physical Therapists • Plumbing • Plumbing Services • Point of Sale Systems • Portable Buildings • Precision Manufacturing • Preschools • Production Companies • Property Maintenance • Psychiatrists • Psychologists • Psychotherapists • Radio Stations • Real Estate Agents • Real Estate Brokers • Realtors • Rehab • Remodeling Contractors • Resorts • Retirement Homes • Roofers • Roofing Services • Rubber & Plastics Manufacturing • RV Dealers • SAAS • Sandblasting Services • Scaffolding • Schools • Screen Printing • Security Services • Self Storage • Seminars • SEO Companies • Sign Manufacturing • Solar Installation • Spas • Specialized/Career Education • Specialty & Fine Chemical Manufacturing • Speech Therapists • Sports Teams & Facilities • Spray Foam Insulation • Stamped Concrete • Supplements • Swimming Pools • Tanning Salons • Tattoo Studios • Taxi Services • Teachers • Telehealth • Television Stations • Tennis Clubs • Test Preparation • Textile & Materials Manufacturing • Theater • Tile Contractors • Tire Shops • Towing Services • Transportation Services • Tree Service • Tutoring • Tutoring Centers • Urologists • Vein Clinic • Veterinarian Services • Veterinarians • Video, Photo & Audio • Videography • Virtual/Online Learning • Waste Management • Waste Removal • Waxing Services • Web Design & Development • Web Design & Development (service) • Wedding Venues • Weight Loss • Welding Services • Window Cleaning • Window Installation • Window Tinting • Yoga Studio

FINANCIAL READINESS

Justin is ready to purchase a business that fits his criteria. 

He has established relationships with lenders & capital providers and has been SBA prequalified

Comprehensive financial statement available upon request.