Monthly reports

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This month, we were able to verify our previous thinking. The market is structured in such a way that it does not support buyers at this moment in time. However, we will continue to look for opportunities.

Updates to search criteria:
  • Boring companies, such as Electrical, Plumbing or HVAC services continue to generate interest, check out this article
  • Considering edge, backlog of business and their growth opportunities, we can aim for 2x by growing the business through backend technology, and frontend marketing systems
  • Look to expand search
    • Incorporate broker network
    • Look for additional ways to find off-market deals


July 2025 - Read more

July was a breakthrough month in building your business acquisition playbook. You shifted from theory to execution — defining criteria (cash flow, multiples, recession‑proof industries), structuring your spreadsheet for real deals, and analyzing Oregon gas station listings. You created blog‑style content to explain key concepts (gross revenue, cash flow vs. SDE, valuation hacks) and even drafted investor‑ready reports comparing multiple properties (Lane County vs. Bend vs. Portland suburbs). You also refined your daughter‑friendly 3‑step screening process and began framing this work as both an operating manual and a legacy guide. By month’s end, you had actionable next steps: request financials (plain English, not jargon), confirm DSCR and margins, and prep for your first investor presentation.

August 2025 - Work in progress

Next month, we’ll expand this report with a detailed analysis of Washington listings and EV-transition-proof strategies.

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