Investments

Real Estate

Our primary focus is in long-term rental properties. However, we also work with and invest in short-term and mid-term rental properties. We work in both single family residential homes and multifamily commercial properties. Real Estate investments offer lower risk and long term growth.

Business Acquisition

Business investment opportunities offer the potential for significant growth with manageable risk. Our team seeks well-structured, smaller organizations with potential for us to take a strategic, value-add role. We specialize in SaaS, agencies and home services sectors.

Exit planning

The majority of small businesses struggle to sell when the time comes. We want to change that. We help owners define their goals, create strategic exit plans, and work side-by-side to achieve a successful outcome. Many owners spend decades building amazing businesses, supporting families, only to find they can’t retire as they’d hoped because they never prepared their company for the transition. We help prevent this loss and secure the generational wealth you’ve worked so hard to create.

Currently Targeting

Acquisitions

We are actively seeking to acquire companies with the following characteristics:

Financial Criteria:

Generating between $750,000 and $2,000,000 in Seller’s Discretionary Earnings (SDE).

Operational Criteria:

Existing management team in place or a clear path to establishing management.
Preference for companies based in Utah or with the capability to operate primarily online or relocate.

Industry Focus:

Agencies
Managed Service Providers (MSPs)
Service Companies