REALIZE YOUR DREAM
We're proud to have created over 550 Success Stories for business owners throughout Southern California County. Creating and Executing an Exit Strategy is an important part of owning a business. We'll Maximize Your Transaction so You Maximize Your Success Story! See some of the stories we've helped create below. Call Us Today to Maximize Yours!
CPA FIRM
Sold to an individual investor leaving a corporate job. Owner enjoys pickleball and Hawaiian vacations
HVAC equipment rental
Sold to strategic acquirer. Owners now RV and enjoy other passions such as biking and offroading
National Workwear Wholesaler
Sold to an out of state acquirer. Owner enjoying early retirement and can often be found in Ocotillo Wells and Glamis playing with desert toys.
Regional Commercial painting contractor
Sold to small team of investors. Owner enjoys the beach lifestyle, cruising the 101 in his Corvette and trips to exotic destinations.
Managed IT Services
Sold to a strategic acquirer. Owners (husband and wife) retired and routinely travel in their RV to visit their grandkids.
Regional RV repair
Sold to an individual investor. One owner fully retired and the other owner relocated.
Packaging Firm
Sold to a strategic acquirer/competitor in the industry. Owner relocated to AZ and enjoys days floating in his new pool.
POWDER COATING
Sold to a strategic investment firm. Owner bought a 60 foot powerboat and lives 75% of the year in La Paz, Mexico.
Smarthome/Specialty AV contractor
Sold to a family office. Owner semi-retired and enjoys more track days in his Porsche.
FAA Repair Station
Sold to strategic acquirer. Owners (father and son) relocated to Idaho and enjoy mountain biking out of the back door of their house as well as spending time with grandkids.
Metal manufacturing
Sold to investment group. Owner pursuing a new passion in the wine industry.
High End Commercial maintenance and Home Services
Sold to individual investor/operator. Owner relocated out of state to be closer to grandkids.