About
Investment Criteria
Key Criteria
- Track record of stable profitability
- Sales of $5 million to $40 million (or >$3 million ARR for software)
- Pre-tax profits of $1 million to $6 million
- Owner intending to transition out of the business
- Located in the US or Canada (including Québec)
- Business-to-business services
- Consumer services
- Healthcare services (care delivery as well as service providers)
- Software
- Any other sectors or niches with attractive industry dynamics
Bio
Contact
I would be pleased to confidentially discuss your business today, at whatever stage of considering your succession options you may be. Please give me a call at +1.647.230.4141 (Canada) or +1.646.661.3131 (USA), send me an e-mail at contact@redoaksuccession.com, or fill in the form below.