What we look for

Preferred Industries

We seek businesses that provide essential services to their communities and can withstand changing market conditions. This includes areas such as non-discretionary home services, healthcare, professional services, and other essential industries that people rely on every day.

Target Company Profile

We focus on well-established companies with at least 7 years of operations, a proven track record of strong performance, and clear opportunities for organic growth. Ideal locations include the Southeast, Texas, the DMV area, and New England.

Financials

We seek businesses with steady revenue, consistent profitability, and reliable cash flow - ideally with an EBITDA of $1M+ (with flexibility for the right fit), healthy margins, and a loyal customer base built on quality and excellent service.

Alignment

Whether you're planning for retirement or moving on to your next chapter, PathBridge is the ideal partner for owners who prioritize finding the right successor - someone who will treat your employees, customers, and partners with the same care you have always shown. We value long-term relationships, open conversations, and transitions that create lasting wins for everyone involved.

What to expect

The process usually takes about 2 to 4 months, from our first conversation to closing, and the timeline is guided by your pace and comfort level every step of the way.

Intro Call

It starts with a casual 30-minute conversation. You'll get to know me, I'll get to know your business, and together we'll see if there's a potential fit - no paperwork, no pressure, no decisions required.

Business Overview & Initial Offer (IOI)

If there's mutual interest, we'll put a simple confidentiality agreement in place, and you'll share some basic information, such as financials, customer mix, and team structure. From there, I'll provide a friendly, non-binding Initial Offer (IOI) to give you a clear sense of what a potential deal could look like.

Whenever possible, I'll also meet you in person around this stage - coffee or lunch is on me.

Letter of Intent (LOI)

If the IOI feels right, we'll move to a Letter of Intent (LOI). This is still non-binding, but it outlines the structure of the transaction, so you know exactly what to expect. It's straightforward, transparent, and tailored to your priorities.

Diligence

With an LOI in place, we'll take a deeper look at the business. I keep this stage focused and respectful of your time - no endless consultants or disruptive requests. The goal is simply to confirm what we've already discussed and ensure there are no surprises.

Closing & Transition

We'll finalize the paperwork, shake hands, and celebrate the start of a new chapter. Together, we'll design a transition plan that ensures continuity for your team and sets the business up for lasting success.