Investment Criteria (this is a guide and not meant to be prohibitive)
- Revenue of $5m+
- Profit/Ebitda Margins of 10% or greater
- If the owner is exiting, then a stable team in place
- Accurate accounting system in place
- Established client base
Indicative Process & Timeline
- Initial phone call & Confidentiality Agreement in place (1 week)
- Meeting to introduce the process in detail and explain how we value businesses (1 week)
- Subject to being aligned on valuation methodology the vendor to provide financials
- Term Sheet issued (within 2 weeks of all information being provided)
- Issue formal contracts (within 2 weeks of term sheet being agreed)
- Contract signing (1-2 months from contract being issued)
- Settlement (1-3 months after binding contracts executed)
