HOW IT WORKS

We’re looking for a great company with strong financials and the best people. If your company meets the following criteria, we would love to hear from you.

Investment Criteria

    • Located in Los Angeles, Orange, or San Diego County

    • High recurring revenue or repeat customers (~70%)

    • Annual industry growth at 5% or greater

    • Annual profit (EBITDA) ranging from $1.5M - $5M

    • Company valuation at 3-6x EBITDA

    • Margins greater than 15%

    • Owner ready and willing and sell

    • Strong, enthusiastic employee base ready to grow into the future

Not sure you meet all of these criteria?

No two businesses are alike and we consider the above to be the start, not the end, of a conversation. Reach out so we can begin that conversation today.

PURCHASE PROCESS


CONFIDENTIAL CALL

We’ll discuss your business and interest in selling at a high level. If it seems like a match, we’ll move forward together.


PRELIMINARY DUE DILIGENCE

After our initial call, Back Bay Capital Partners will conduct preliminary due diligence including industry research, market position analysis, and basic financial modeling. We will continue to meet through this process onsite, offsite, or virtually as best fits the situation.


Initial agreement

With initial due diligence done, you can expect an “Indication of Interest”. This one-page letter will provide the broad outline of a potential deal, including price range.


FORMAL OFFER

Once we agree on a price range, you should expect a formal “Letter of Intent”. This is the formal offer that includes price and all key terms to closing the deal.


CONFIRMATORY DUE DILIGENCE

With an agreement in place, we will work together to understand all aspects of your business as outlined in the formal offer: financial, internal operations, personnel management, etc.


CLOSING

With a signed “Letter of Intent” and confirmatory due diligence complete, it’s time to close the sale. At this point, money and ownership will change hands.


TRANSITION

As partners, we are committed to a smooth transition in ownership. That includes messaging to employees, training timelines, and other shared interests.

Ready to learn more or begin the process?