MIDWEST-BASED DOCUMENT SOLUTIONS COMPANY

by | Mar 24, 2020 | Completed, Service

MIDWEST-BASED DOCUMENT SOLUTIONS COMPANY

Our client is a leading company in the field of providing document management solutions via document imaging services and secure document storage to a wide range of customers. The company benefits from recurring revenue generated by its long standing, contractual relationships with its clients. A 5-year contract was recently renewed with the company from one of its main customers. The Company brings a high level of expertise and wide array of specialized document solution services.
The Company presents a customer service oriented new owner the chance to continue a tradition of success.

GROWTH OPPORTUNITIES

Boost Marketing – The Company has had success with limited marketing but is currently developing strategies to tap the larger market of organizations who need to process ever-increasing amounts of information.

Increased Sales of Digital Services – The Company is well positioned to leverage its expertise to grow sales of digital services.

INVESTMENT HIGHLIGHTS

Expanded Sales Can Provide High-Margin Revenue – The Company has a large, fixed-cost investment in IT and security systems. New sales with minimal incremental costs provide the opportunity for high margin new revenue.

Established Company Limits Competition – New companies in the industry do not have the experience and technology to handle the high volume, breadth of capabilities and specialized services that this Company is positioned to process. The Company has a dedicated and knowledgeable management team, seasoned sales staff and a well-established reputation. Ownership is willing to work with a new owner to establish a transition time frame.

Forecasted 2019 Revenue: $6,500,000
Forecasted 2019 EBITDA: $1,400,000

Non-Disclosure Agreement

MIDWEST WOOD FURNITURE COMPONENT SUPPLIER

by | Feb 5, 2020 | Completed, Manufacturing

MIDWEST WOOD FURNITURE COMPONENT SUPPLIER

This Company carries on the historical Midwest tradition of crafting quality wooden furniture. It provides solid wood and plywood furniture components, subassemblies and frames for a variety of long-standing customers, who finish and upholster final products. The Company has distinguished itself by the quality and unique craftsmanship of its work. Ownership has invested in tooling and machinery for a skilled workforce to provide new products as demanded by customers. The Company operates out of a modern manufacturing facility which management is actively marketing for sale by a commercial real estate agent. The current owner has key managers who oversee each area of operations. This purchase is an excellent opportunity for a new hands-on owner or for a company to gain vertical integration with a high-quality woodworking division.

GROWTH OPPORTUNITIES

Expanded Marketing – The Company currently does limited marketing, with sales primarily to long-time clients and new customers reached through word of mouth or internet connections. Investment in marketing and sales personnel could generate significant new sales.
Expanded Manufacturing – The Company currently operates at full capacity on a single shift. Equipment and facilities could support additional production shifts to expand production with minimal capital outlay.
Stabilizing Woodworking Market – Although the U.S. woodworking industry has seen general decline in the past, it appears to have stabilized with growth opportunities on the horizon. At the same time, barriers to entry for new competitors include high equipment costs and a finite customer base, providing sales security for this existing manufacturer.

INVESTMENT HIGHLIGHTS

Domestic Expertise and Quality – Import of high-quality wood furniture is very limited as customers seek the reduced lead time and quick response manufacturing from domestic providers such as this Company. Avoiding import tariffs, coordinating design and engineering changes, reducing finished goods inventory, and ease of transportation are but just a few of the benefits of U.S. manufacturing.
High-Tech Equipment – The Company has invested in modern, specialized equipment to produce high quality, unique products, giving it an advantage over competitors.
Experienced Workforce – The Company has a strong team of employees, many with long tenures with the Company, who have skills that are not readily available in the market.

2018 Revenue:                                  $2,130,000

2018 Adjusted EBITDA:              $72,000

 

Non-Disclosure Agreement

WEB-BASED EDUCATION AND TESTING SERVICE

by | Dec 22, 2019 | Completed, Service

WEB-BASED EDUCATION AND TESTING SERVICE

This provider of on-line education and testing solutions has experienced remarkable, steady growth by applying technology and solid customer service while gaining a high level of customer loyalty. The Company’s web-based product enhances communication between students and educators and tracks training accomplishments for certification in allied health fields. The Company has grown without incurring debt and continues to operate with very low overhead. It holds a commanding share of its core market nationally. Based in the Midwest, the Company serves clients globally and the founding partners are available for transition assistance. This opportunity offers an exceptional business poised for continued growth with minimal additional capital expense.

GROWTH OPPORTUNITIES

Continuing Market Expansion – The Company has a solid history of debt-free growth through increasing market share and providing new services. Expansion into new educational and testing disciplines is already underway. Existing operations could support a 30 percent sales growth without increased operating costs.
Replicable Model in Multiple Fields – The Company’s products, now focused on medical education and testing, are readily scalable and customizable for a wide variety of other educational tracks that require documentation of training and certification of skills.

INVESTMENT HIGHLIGHTS

High Level of Customer Loyalty – Company services inherently encourage retention once the proprietary applications are in use by teachers and students. The Company also enhances loyalty through a commitment to quality and customer service, leading to a retention rate of 90 percent.
Low-Overhead Operations – Company systems are based on the latest web technologies, requiring only limited physical operational costs for facilities and equipment, with employees able to work at remote locations.
High-Value Knowledge Base – The Company has developed an extensive, well-regarded bank of testing materials that would be difficult, if not impossible, for another company to replicate and are a significant asset for a new owner.

WEST MICHIGAN-BASED EDUCATIONAL FRANCHISE

by | Sep 17, 2019 | Completed, Service

WEST MICHIGAN-BASED EDUCATIONAL FRANCHISE

This franchise operation provides personalized tutoring for pre-K through 12th grade students in all core subjects through multiple, well-established learning centers in several geographic areas of the region. The Company is an award-winning operation representing a world leader in supplemental education. Current trends in the educational system for testing and achievement, along with growth in the school-age population, support strong continued demand for the Company’s services. Being part of a national franchise gives the owner access to an established curriculum, robust marketing program, and a large network of owners to assist with all areas of operations and continued growth. This purchase presents an excellent opportunity for someone with a passion for both business management and education. Ideal ownership can be an individual or team that encompasses both traits.

GROWTH OPPORTUNITIES

Strong Franchisor Support – Highly supportive franchisor can support flexible growth opportunities. The franchisor will work with the franchisee to grow both in-center and out-center opportunities or into undeveloped territories.

Geographic Market Potential – The exclusive territories controlled by this franchise are much larger than traditional territories granted franchisees and are located in economically robust regions of the state.

INVESTMENT HIGHLIGHTS

Multiple Established Locations – The business operates in attractive facilities in prime locations either held with long-term leases or owned by a related entity and available to be included in the sale.

Award-Winning Operations – This long-established franchise has a strong track record of success in the region and is well regarded in the industry, where it has been honored as a top operator each of the past three years.

*** Under LOI ***