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Mergers & Acquisitions Advisory for Entrepreneurs

Small to Medium Sized Businesses

Pediatric Therapy Company with Long Term Contracts

Asking Price: $550,000

Pediatric Therapy Company with Long Term Contracts Read More »

Weighted Revenue$1,300,000Established1990
Weighted SDE$170,000Employees25
Working Capital$45,000LocationDallas Fort-Worth Metroplex

The company is a pediatric therapy services provider based in Fort Worth, Texas, specializing in speech, occupational, and physical therapy for students in public and private schools. The Company operates under year-long contracts with independent school districts (ISDs), typically renewed annually, and maintains a long-standing reputation for reliability and clinical quality. Ownership’s role is limited to financial oversight, allowing the Company to operate independently under established leadership.

 

Top Things to Know About the Business

  • Business Model: The company specializes in providing therapy and professional services to both private and public-school districts. Therapists work inside schools during school days.
  • Customer Base: Company works with school districts and have preferred/approved vendor statuses
  • Licenses: No special licensing or credentials are needed to own and/or run the company unless a new owner would like to practice within the business.
  • Time Commitment: The current owner does not work in the business, but it is advisable that a new owner be hands-on in the business.
  • Lifestyle Business: Since the company only serves school districts, they operate on a school calendar including an extended summer break in which a new owner can travel among other things
  • Competition: There isn’t any ‘pure play’ competitors in the local market. There are generic staffing companies that will staff therapists to fill voids but do not train and specialize in pediatric therapy.
  • Contracts: Customers operate on year-long contracts that are renewed annually.

 

Business Model

Company hires therapists and pays them for each child per hour. Therapists are only paid when they work. Given the company receives money only when school is in session, the owners do not have to worry about labor costs during those lean months (i.e. summer and winter breaks).

 

Ideal Buyer Candidates

  • An individual who either current works in or wants to work in the therapy sector.
  • A related company looking to get into the therapy space.
  • A startup or established strategic company looking to grow through acquisitions.

 

Support and Training

  • The owner genuinely desires an effective business transition and with seamless customer service through to the buyer. They will train a buyer for 30 days.

 

Reason for Selling

  • The owner purchased this business in 2017 with the goal of leaving the legal profession and running the business full-time. At that time, the previous owner’s wife was part of the office staff and didn’t mind staying on board. The owner kept her on board and continued to practice law. It was at this time that his law career became rejuvenated with several successful cases. Each success in his legal profession started demanding more time which meant less time for the business. The business was essentially running itself. But because this business was being run absentee, normal attrition of clients without any effort to replace them started to have a negative effect on the financials of the business. The owner realizes that he hasn’t been able to operate both businesses successfully and decided it was time to sell this business to someone who had the time to run it correctly.

 

For More Information on this Listing:

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35+ Year Established Powersports Dealership

Asking Price: $1,500,000  Business + Real Estate

35+ Year Established Powersports Dealership Read More »

Gross Revenue2,048,000Established1988
Adjusted SDE (Including Rent Adjustment)$137,000Employees5
Business Assets$400,000LocationCascade County, MT

Full-service powersports dealership engaged in the sale, service, and support of motorcycles, ATVs, side-by-sides (UTVs/SXS), and related power products. The business generates diversified revenue through new and used unit sales, parts and accessories, and a recurring service and repair operation that supports both warranty and customer-paid work. Operating from a centralized retail and service facility, the dealership has built a
strong regional reputation over more than three decades. The Seller’s role is primarily focused on oversight, maintaining manufacturer and financial partner relationships, inventory strategy, financial decision-making and sales. Day-to-day activities are supported by an experienced team responsible for sales, service, parts and customer support. A new owner will be expected to step into a similar role and maintain key third-party relationships critical to ongoing operations.

 

Special Notes:

  • Pricing reflects a bundled sale of the business and underlying real estate; separation of the assets would result in revised pricing.
  • Any buyer must be approved by manufacturers and inventory financing partners to maintain floorplan credit and inventory availability.
  • Quoted SDE reflects a negative $111,000 rent adjustment; this adjustment may be added back (+$111,000 to cashflow) if the real estate is acquired alongside the business.
  • Because real estate exceeds 51% of the transaction, SBA financing is structured as a commercial mortgage with a 25-year term.
  • SBA pre-approval of up to $1,500,000 is contingent on buyer outside income; sole reliance on business cash flow may materially affect financing
  • Best-Fit Buyer Profile: Buyer with relevant industry experience, access to supplemental income, and comfort managing lender and OEM relationships.

 

Top Things to Know About This Business

  • Long-Standing Dealership: Over 35 years of operating history as an established regional powersports retailer and service provider.
  • Diversified Revenue Model: Revenue is generated from unit sales (80%), parts and accessories (15%), and service and repair work (5%).
  • Stable Revenues: $2 million in average gross revenue over the past 3 years
  • Owner Oversight Required: Ownership requires active involvement at the management level, particularly with inventory oversight, lender relationships, and manufacturer coordination.
  • Inventory-Driven Business Model: Ongoing success is dependent on access to inventory financing and disciplined inventory management.
  • Established OEM Relationships: Long-term manufacturer relationships are in place but are subject to approval upon change of ownership.
  • Experienced Staff: Knowledgeable sales and service personnel support continuity of operations and customer relationships.
  • Training: Seller will train free of charge for 1 month to ensure smooth transition.

 

Real Estate

  • 12,400 square foot building on 1.1 acres of land

 

Financing Details

  • With a down payment of $162,000 (approximately 11%), third party financing is available to finance the remaining balance over 25 years for a buyer with a requisite background that is qualified by the bank. It will require a monthly payment of approximately $11,750. All notes will be personally guaranteed.

 

Support and Training: 

  • The owner is committed to a smooth business transition. They are willing to provide 30 days of training at no cost.

 

Reason for Sale: 

  • The owner is looking to retire

 

For More Information on this Listing: 

Click to Download the Corporate NDA

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Medical Staffing – Line of Business (Sale Pending)

Asking Price – $8,342,000

Medical Staffing – Line of Business (Sale Pending) Read More »

TTM Revenue15,364,972Established2006
LocationMountain States

Established, profitable healthcare staffing company providing nurses, advanced practitioners, physicians, and allied clinical and non-clinical professionals to healthcare facilities across the country. The company has successfully filled thousands of temporary, temporary-to-permanent, interim, permanent, and locum tenens positions for its healthcare facilities clients over 20 years. This represents an opportunity for an existing staffing company to acquire absolute dollars of gross margin in attractive market segments to leverage its in-place back office platform.

 

Top Things to Know

  • Relationships and client contacts being offered by a company exiting the healthcare staffing space to
    focus on its core business
  • Revenue and gross margin can be accretive to buyer’s existing operations
  • Strong growth in the physician / advanced practitioner market segment
  • Attractive margins: 40.1% gross margin
  • No office space required
  • Established brand: 90% - 95% of business comes from referrals and repeat business
  • Seller financing: 10% seller financing available to show seller’s confidence in continued success.
  • Training: Seller and team will train free of charge for three months to ensure smooth transition.

Financing Details:

  • Seller Financing: 10% seller financing available to show seller’s confidence in continued success.

 

Support and Training:

  • The Owner genuinely desires an effective business transition with seamless customer service through to the buyer. They will train a buyer for 90 days. An additional consulting contract can be obtained.

 

Reason for Sale:

  • The seller has a large staffing company with divisions focusing on different niche industries. Seller is carving out this business to allow him and his team to focus on their core staffing business.

 

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Legal Staffing – Line of Business

Asking Price – $1,245,000

Legal Staffing – Line of Business Read More »

Weighted Average Revenue$1,060,000Established2022
Weight Average Gross Profit$516,123Employees4
Working CapitalNot ApplicableLocationMountain States

Strong reputation for providing key staff across the legal employee spectrum including, attorneys, paralegals, and administrative assistants in both permanent and contingent staffing situations. This is not a stand-alone company. The business detailed in this CIM presents an opportunity for an existing staffing company with in-place administrative staff to acquire an efficient, high margin, accretive book of business in an attractive niche.

 

Top Things to Know

  • This is a book of business – relationships and customer contacts, and salesperson being offered by a
    company who is exiting the legal staffing space.
  • If you are a staffing company, this revenue and gross margin can be accretive to your existing
    operations.
  • Stable Revenues: $1 million in average gross revenue over the past 3 years
  • Strong Gross Margin: 48.1%
  • Established Brand: Excellent reputation.
  • Limited Marketing: 90% - 95% of business comes from referrals and repeat business
  • Seller Financing: 10% seller financing available to show seller’s confidence in continued success.
  • Training: Seller and team will train free of charge for 3 months to ensure smooth transition.

 

Financing Details:

  • Seller Financing: 10% seller financing available to show seller’s confidence in continued success.

 

Support and Training:

  • The Owner genuinely desires an effective business transition with seamless customer service through to the buyer. They will train a buyer for 90 days. An additional consulting contract can be obtained.

 

Reason for Sale:

  • The seller has a large staffing company with divisions focusing on different niche industries. Seller is carving out this business to allow him and his team to focus on their core staffing business.

Click to Download the Corporate NDA

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Construction Staffing – Line of Business

Asking Price – $5,515,000

Construction Staffing – Line of Business Read More »

Weighted Average Revenue$10,811,000Established2006
Weighted Average Gross Profit$2,288,000Employees7
Working CapitalNot ApplicableLocationMountain States

Strong reputation for providing staffing and recruitment services for the construction industry including contract jobs, direct-hire placements, and contract-to-hire roles across specialties like mechanical, electrical, plumbing, renewables, construction management, telecom, civil, and general construction. This is not a stand-alone company. Acquirer will need to have an existing staffing company with support
staff in place.

 

Top Thing to Know About the Business:

  • This is a book of business – relationships and customer contacts being offered by a company who is exiting the medical staffing space.
  • If you are a staffing company, this revenue and gross margin can be accretive to your existing operations.
  • Temporary and Direct Hire placements for a broad spectrum of construction trades.
  • Strong Gross Margin: 24.7% in 2025
  • Established Brand: Excellent reputation for outstanding on-time and on budget work.
  • Limited Marketing: 90% - 95% of business comes from referrals and repeat business
  • Training: Seller and team will train free of charge for 3 months to ensure smooth transition.

 

Financing Details:

  • Seller Financing: 10% seller financing available to show seller’s confidence in continued success.

 

Support and Training:

  • The Owner genuinely desires an effective business transition with seamless customer service through to the buyer. They will train a buyer for 90 days. An additional consulting contract can be obtained.

 

Reason for Sale:

  • The seller has a large staffing company with divisions focusing on different niche industries. Seller is carving out this business to allow him and his team to focus on their core staffing business.

 

Click to Download the Corporate NDA

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Nearly 40 Year Established Medical Practice – Prime Location

Asking Price – $3,650,000

Nearly 40 Year Established Medical Practice – Prime Location Read More »

Annualized 2025 Revenue$3,611,000Established1986
Annualized EBITDA$718,000Employees5
LocationDallas Fort Worth Metroplex

The company is a 37-year-old family medical practice that has been a cornerstone in its community, serving a diverse range of patients and meeting their medical needs with utmost professionalism and compassion. This well-established practice prides itself on delivering top-quality medical care with a focus on preventive wellness. With a dedicated team of experienced doctors, nurses, and staff, the company strives to ensure the well-being and satisfaction of every individual who walks through its doors. Offering a wide extent of medical services and maintaining extensive hours of availability, the practice has built an excellent reputation for outstanding service. One of the key highlights of this family medical practice is its impressive financial performance. With cash flow expected to exceed $1 million in 2023 and an average gross revenue of $3.6 million over the past four years, the company has demonstrated consistent profitability and financial stability. Its strong referral and repeat business, accounting for 90%-95% of its total clientele, further attest to the trust and value placed in its services. Guided by well-defined systems and processes and supported by a highly trained staff with low employee turnover, this turnkey operation represents a beacon of medical excellence within its community.

 

Top Details/Business Activity

  • Business Model: Family Medical Practice
  • Longevity: With 37 years in business, the practice has a proven track record, showcasing stability and experience.
  • Revenues and Cash Flow: A stable revenue stream of $3.6 million averaged over four years and strong cash flow in 2023 indicates financial health.
  • Client Acquisition: With 90-95% of the business coming from referrals and repeat customers, the practice seems to have a strong client base that trusts and values its services.
  • Workforce: Low employee turnover and highly trained staff reflect a positive work environment and efficiency in operations.
  • Brand: The excellent reputation for service signals a well-established brand presence.
  • Turnkey Operations: Defined systems and processes make it easier for a new owner to take over without overhauling the entire business structure.

Strengths

  • Service & Willingness to Adapt to Market: This strength showcases flexibility and the ability to adjust to market trends, which is vital in the ever-changing healthcare industry. Has led to client loyalty and the ability to stay ahead and quickly respond to industry changes.
  • Top Quality Medical Care: Signifies a commitment to the highest standards of patient care. Enhancing reputation, encouraging referrals, and contributing to higher patient retention rates.
  • Focus on Preventive Wellness: Emphasizes a proactive approach to health, rather than just treating illness. Attracting a segment of the market interested in maintaining health and wellness, leading to a broader client base.
  • Wide Extent of Medical Services: Offering a broad range of services has made the practice a one-stop solution for many patients’ needs. Enhancing convenience for patients and increasing overall revenue by providing multiple services under one roof.
  • Extensive Hours of Availability: By being available outside regular business hours, the practice has attracted patients who need flexibility due to their schedules. Leading to increased patient numbers and satisfaction by accommodating various schedules.
  • Location: The practice is situated in a convenient and accessible location, enhancing accessibility and convenience for patients, allowing them to attract more local clientele.

 

Weaknesses

  • Limited Space
  • Limited Storage
  • Outdated Furnishings
  • Limited Parking Space

Reason for selling:

  • Retirement

 

For More Information on this Listing

Click to Download the Corporate NDA

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Workday ERP Consulting Company

Asking Price – $3,572,000

Workday ERP Consulting Company Read More »

TTM Revenue$2,181,000Established2021
TTM Adjusted EBITDA$759,000Employees8
Working Capital$97,000LocationSeattle-Tacoma-Bellevue, Metro Area

We are a boutique consulting firm that specializes in helping organizations implement and maintain their Workday ERP solutions. From large-scale implementations to ongoing optimization, we work closely with our clients to meet their unique needs. Workday ERP enables enterprises to manage core functions across Human Resources, Financials, and Supply Chain. Implementations typically run 12–24 months and involve significant process transformation.

 

Top Thing to Know About the Business:

  •  Low Overhead: No office space and all employees work remotely
  • Robust Cash Flow Margins: Has average 31.5% cash flow margins over the past 3 years
  • Established Brand: Excellent reputation for outstanding on-time and on budget work
  • Limited Marketing: most of the business comes from referrals and repeat business
  • Very asset light business
  • Seller Financing: 10% seller financing available to show seller’s confidence in continued success
  • Training: Seller will train free of charge for 3 months to ensure smooth transition
  • Recently executed services agreement with a large higher education focused consultancy, solidifying the company as the preferred staffing-partner for their Workday engagements
  • Strong ERP knowledge among employees, contributing to effective project pitches/proposals
  •  Work quality among consultants is very good to high client satisfaction

 

Financing Details: 

  • With a down payment of $357,200 (10%), third party financing is available to finance the remaining balance over 10 years for a buyer with a requisite background that is qualified by the bank (the owner is willing to carry back 10% of the purchase price if needed). It will require a monthly payment of approximately $46,727. All notes will be personally guaranteed.

 

Support and Training:

  • The Owner genuinely desires an effective business transition with seamless customer service through to the buyer. They will train a buyer for 60 days. An additional consulting contract can be obtained.

 

Reason for Sale: 

  • Three existing owners are entering new career and family phases.

 

For More Information on this Listing

Click to Download the Corporate NDA

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Industrial Fabrication & Machining Company (Sale Pending)

Asking Price: $4,800,000

Industrial Fabrication & Machining Company (Sale Pending) Read More »

Gross Revenue$4,936,000Established2015
Adjusted EBITDA$861,000Employees23
Working Capital$200,000LocationGreater Houston Area

This business specializes in high-quality fabrication and machining services, supporting industries such as oil field services, aerospace, and agricultural machinery. With a focus on machine design, custom builds, and precision parts manufacturing, the company delivers essential components for aircraft, tractors, and heavy equipment. Key offerings include welding, fabrication, machining, and comprehensive field services. Orders average around $25,000, reflecting the business’s focus on substantial, high-value projects. Operating steadily throughout the year without seasonal fluctuations, this business is well-positioned to maintain consistent demand and revenue.

 

Top Things to Know About This Business: 

  • Specialized Business Model: Focuses on fabrication and machining for oil field services, custom machine design, and parts manufacturing for aircraft and tractors.
  • Efficient Operations: Well-defined systems and processes ensure a turnkey operation.
  • Consistent Revenue Stream: With current 2025 trajectory, average gross revenue of $5.0 million.
  • High Cash Flow: Strong cash flow averaging $957,000.
  • Healthy Profit Margins: Sustained cash flow margins of over 17% in the last three years.
  • Transparent Financials: Clean books with minimal addbacks, providing clear financial insight.
  • Strong Market Reputation: Known for reliable, on-time, and on-budget delivery.
  • Referral-Driven Growth: 90%-95% of revenue generated from referrals and repeat customers.
  • Significant Asset Base: Includes $1,000,000+ in fixed assets.
  • Experienced Management Team: Skilled leadership supports operations and strategic decisions.
  • Stable Workforce: Long-tenured employees reflect a supportive work environment and lower turnover
    costs.

 

Financing Details:

  • With a down payment of $480,000 (10%), third party financing is available to finance the remaining balance over 10 years for a buyer with a requisite background that is qualified by the bank (the owner is willing to carry a portion of purchase price as a seller note if needed). All notes will be personally guaranteed.

 

Support and Training: 

  • The owner is committed to a smooth business transition, ensuring uninterrupted customer service for the buyer. They are willing to provide 30 days of training at no cost, with the option for an extended consulting contract of up to one year.

 

Reason for Sale: 

  • The owners is looking to retire

 

For More Information on this Listing: 

Click to Download the Corporate NDA

Click to Download the Individual NDA

Click to Email Banker

Environmental & Land Surveying Consulting Company (Sale Pending)

Asking Price: $1,850,000

Environmental & Land Surveying Consulting Company (Sale Pending) Read More »

Gross Revenue$1,774,000Established1999
Adjusted EBITDA$575,000Employees9
Working Capital$150,000LocationDallas Metroplex

An established North Texas based environmental consulting firm with a strong foothold in the real estate and lending sectors, offering Phase I/II ESAs, remediation oversight, UST services, and compliance advisory. The company is a preferred vendor to banks and real estate developers, with deep expertise in regulatory standards and fast - turnaround due diligence. Core technical services are managed internally, enabling consistent quality control, timely delivery, and strong margin performance.

 

Top Thing to Know About the Business:

  • Provides environmental assessments, remediation oversight, UST management, and regulatory compliance support for lenders and developers.

  • Offers additional specialized services including vapor intrusion assessments, lender-required evaluations, and regulatory risk mitigation.

  • Established relationships with regional banks and real estate developers, driving repeat business and referrals.

  • SBA-compliant provider with over 26 years in business, offering high-volume due diligence services.

  • Lean internal project management supported by reliable subcontractors, enabling fast turnaround and strong margins.

  • Positioned for growth through geographic expansion, ESG services, and integration into broader compliance platforms.

  • Recognized, repeat-use provider with deep expertise in environmental due diligence and regulatory compliance.

  • Multi-service offering with technical depth across state/federal agencies, scalable project execution, and strong client credibility.

 

Reason for Sale:

  • After 25 years of ownership, the owners are looking to retire.

 

For More Information on this Listing:

Click to Download the Corporate NDA

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Full-Service Contractor (Sale Pending)

Asking Price: $2,066,000

Full-Service Contractor (Sale Pending) Read More »

Average Revenue$5,190,000Established2017
Average SDE$691,000Employees6
Working Capital$1,300,000LocationDFW Metroplex

Full-service commercial construction general contractor focused on commercial renovation, maintenance and repair projects for municipal and educational clients in the DFW area.

 

Top Things to Know About the Business:

  • Typical projects include new roofing, parking lot repairs, interior renovations, asbestos abatement, fire wall repairs, MEP and life, health and safety upgrades.
  • Three existing long term Master Contracts for maintenance of older municipal buildings.
  • Successful track record of repeat business.
  • Typical projects are smaller in scope and do not require architectural or engineer stamped drawings.
  • Typical project completed in less than 30 days.
  • Robust Cash Flow Margins: Has average 14.1% cash flow margins over the past 3 years.
  • Limited Marketing: 90% - 95% of business comes from referrals and repeat business.
  • Training: Seller will train free of charge for 3 months to ensure smooth transition.
  • Recession Proof Revenue: Client maintenance and repair projects are not dependent on the national economy, interest rates and do not need bank lending or other outside capital.
  • Aging Buildings: As new construction costs increase, municipal and educational clients focus more of their annual budgets on maintenance and repair of existing buildings.
  • Long Term Relationships: The company has established long term relationships with very large municipal clients in the DFW area
  • Growth Potential: The company only focuses work with existing clients and significant additional
    revenue is available through dedicated sales and marketing efforts.

 

Financing Details:

  • With a down payment of $413,000 (20%), third party financing is available to finance the remaining balance over 10 years for a buyer with a requisite background that is qualified by the bank (the owner is willing to carry back 10% of the purchase price if needed). It will require a monthly payment of approximately $19,300. All notes will be personally guaranteed.

 

Support and Training:

  • The Owner genuinely desires an effective business transition with seamless customer service through to the buyer. They will train a buyer for 90 days. An additional consulting contract can be obtained.

 

Reason for Sale:

  • The owner is ready to retire and feels the business has outgrown their capacity to take this business to the next level and are fatigued.

 

For More Information on this Listing:

Click to Download the Corporate NDA

Click to Download the Individual NDA

Click to Email Banker

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