What We Do

Operational Experience Meets Strategic Investment

We partner with, acquire and transition established, cash-flowing small to medium businesses in Western Australia. By combining decades of real world operational experience, with modern digitalsystems, we help founders secure a seamless exit while preserving their legacy.

Our Acquisition Criteria

If you are a founder looking for a structured succession plan, we are actively seeking acquisitions that meet the following criteria:

• Location: Based in Western Australia.

• Industries: Service, trade, distribution, light manufacturing, or niche retail operations.

• Financials: Established, consistent cash flow with stable historical EBITDA.

• Structure: A strong management or frontline team in place, with an owner looking to step back or retire within 6–12 months.

For an entrepreneur, exiting a business is arguably the most critical milestone in its lifecycle. The outcome will have a massive bearing on your ability to realize your dreams in your next chapter.

I can help you navigate this process. While many advisers talk about maximizing value on paper, my focus is to achieve a clean transition while collaborating closely with you from day one—removing the unnecessary stress, isolation, and disappointment along the way.

Unfortunately, the process can also be one of the most stressful experiences of a founder’s life. Business owners are frequently misled regarding the actual market value of their company, resulting in a disappointing process and outcome. They often lack the objective support needed to properly prepare the operation for sale, maximize its value, and minimize the friction of a transition.

I can help you navigate this process.

While many advisers talk about maximizing value, my focus is to achieve that while collaborating closely with you from day one—removing the unnecessary stress, isolation, and disappointment along the way.

The Reality of the Current Australian Market

In the current Australian market, typical SME business sales are averaging a multiple of roughly 2.5x to 3.5x earnings. This is a harsh reality check for owners who have been told to hope for a 5x multiple or higher, and it has firmly established a buyer’s market.

This landscape is driven by an unprecedented demographic shift:

The Buyer Shortage: There simply are not enough qualified, capitalized buyers to absorb these listings at historical valuation premiums, particularly for businesses that still rely heavily on the founder’s daily presence.

The Succession Wave: Close to 48% of Baby Boomer business owners across Australia are actively planning their exits over the next few years, creating a massive influx of closely-held companies hitting the market simultaneously.

The absolute best way to increase your chances of a successful exit is to Plan, Prepare, and Present your business to the market with realistic expectations and airtight, owner-independent operations.

I analyze hundreds of deals every year presented by brokers. To date, I have yet to see one that is completely prepared to transition smoothly without severe founder-dependency.

If you want to cut through the noise, secure a clean exit, and protect your legacy, let’s have a straight-shooting conversation.

Why not reach out to arrange a confidential meeting or a coffee, and see how we can work together to prepare your business for its next chapter?