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OUR GENERAL INVESTMENT CRITERIA 

CONSISTENT ANNUAL PRE-TAX NET EARNINGS OF $500,000 TO $5 MILLION

AT LEAST 2 OF THE FOLLOWING CHARACTERISTICS:

  • STABLE & DIVERSIFIED CLIENT BASE
  • ESTABLISHED NICHE EXPERTISE
  • HEALTHY LAYER OF NON-OWNER MANAGEMENT
  • QUALITY BRAND NAME/STRONG REPUTATION
  • CLOSELY HELD OWNERSHIP LOOKING TO RETIRE