Legacy Preservation

Pathways for retiring small business owners

We are looking to buy and operate forever small and medium businesses that generally meet these criteria:

• $2-$5M sale price
• $250K-1.25M in seller discretionary earnings (SDE)
• 2.5-4.5x SDE multiple
• Successful, stable operation for 10+ years

We’re not a “private equity” shop…no intention to buy your business, lay people off (“cut costs”) and fluff it up to resell to the next person. We’re here to build upon the success you already established, and to provide an opportunity to preserve the legacy that you’ve built.

While business can often be exploitative, we believe that business can be more than profit. Small businesses can be the foundation of neighborhoods & towns, and can not only be ethical instead of exploitative, but can even be restorative. We pursue business through a “triple bottom line” or people/planet/profit lens, assessing the financial bottom line, but also social and environmental outcomes.