Investment Criteria

There are some businesses ready for employee ownership tomorrow, and some that do not ever want to be employee owned. We are searching for a “medium” business—one in the middle, that can successfully transfer to employee ownership after Medium Orange Group operates it through a period of sustainable growth.

The criteria below are guidelines, not hard rules. We recognize that every business is different and no business is perfect, so please do not hesitate to reach out even if your business does not fit every criterion.

Ownership

  • Looking to retire or transition out of the business (full or majority sale)
  • Invested in the long-term success of the business, and ideally interested in 10-20% seller financing to align incentives
  • Ideally willing to help with the transition for 6-12 months by transferring knowledge and key relationship

Ownership

  • Looking to retire or transition out of the business (full or majority sale)
  • Invested in the long-term success of the business, and ideally interested in 10-20% seller financing to align incentives
  • Ideally willing to help with the transition for 6-12 months by transferring knowledge and key relationship

Financial Metrics

  • Consistently profitable for 5+ years
  • Pre-tax profit margin of 15% or higher
  • EBITDA $750K – $3M
  • Annual revenue $2.5M – XXX

Financial Metrics

  • Consistently profitable for 5+ years
  • Pre-tax profit margin of 15% or higher
  • EBITDA $750K – $3M
  • Annual revenue $2.5M – XXX