A Commitment to an Enduring SMB.
With over $5 million in approved financing from a trusted bank and qualified investors, RedOak Trust has the resources to facilitate a smooth transition. Below, you'll find our preferred criteria for acquisition, enabling business owners to assess compatibility and initiate fruitful discussions.
Our Preferred Business Criteria
>$1.5M in Revenue
We are seeking a business generating a minimum of $1,000,000 in annual revenue. Ideally your company has greater than 60% recurring revenue.
>10 Years in Business
We are seeking a company that has been in business for over 5-years, with an established history of profitability.
California Based
As we plan to set roots in a California community, we are seeking a California based business.
B2B Operations
We prefer a company that primarily services other businesses rather than direct to consumer (B2C).
Low-to Mid CapEx Maintenance
We are seeking a business that has a maintenance capital expenditure requirement that is a relatively low percentage of revenue.
>$500k Earnings Before Taxes
We are seeking a company that produces an Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of at least $500,000.
Target Industries
Our interests lie in sectors such as
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- Commercial Landscaping & Maintenance
- Commercial Security Systems
- Commercial Cleaning
- Commercial Telecommunications
- Commercial Fire Protection & Safety
- Commercial Awnings
- Water Management
However, we remain open to exploring additional opportunities in other industries.
Complementary Business Valuation
A comprehensive business valuation serves as a valuable tool for both prospective business owners and buyers. Additionally, it offers essential insights into the financial health, market position, and growth potential of a company, facilitating informed decision-making and maximizing potential opportunities.