Why invest in small business?
Less competition
The small business and lower middle market is much less efficient than the Middle Market.
Valuation
Valuations often are 3x – 5x EBITDA in this space.
FAVORABLE STATISTICS: The Baby Boomer Wealth Transfer
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Retiring Boomer business owners will sell or bequeath $10 trillion worth of assets over the next two decades.
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These assets are held in more than 12 million privately owned businesses.
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More than 70 percent of these companies are expected to change hands.
*Source: California Association of Business Brokers
72% of business owners with revenues from $250,000 to $20 million have NO EXIT PLAN and are taking no action to exit.
Most business owners will exit within a decade:
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29% expect to exit within 5 years
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54% anticipate being gone within 10 years
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If the research correct, 62% of 210,000 businesses changing hands each year will be turned over by baby boomers to a new group of enterpreneurs.
Source: Securian Financial's Small Business Owner Life Stage Study
NaN +
Worldwide Clients
7,000 +
Successful Projects
$500,000 +
Average Transactions
