Buyer Guide

What To Look For When Buying

Key factors every buyer should evaluate before making an acquisition.

01

Financial Performance

Review at least 3 years of tax returns, P&L statements, and balance sheets to understand true profitability.

02

Customer Concentration

Assess how dependent the business is on a small number of clients. Diversified revenue is less risky.

03

Owner Dependency

Understand how reliant the business is on the current owner. The more systems in place, the smoother the transition.

04

Market Position

Evaluate the competitive landscape, market share, and growth potential within the industry.

05

Employee Retention

Strong teams add value. Assess the experience, tenure, and willingness of key employees to stay post-sale.

06

Growth Opportunity

Identify untapped markets, new product lines, or operational improvements that could increase value.

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