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Invest in Small Businesses and Be Part of Something Big

Ready to invest in businesses that make a real impact? Our passive investment service lets you invest directly in small businesses and have a say in how they’re run without the time commitment of being an owner operator.

Want to take the first step? Schedule a call with us to learn more about the vetting criteria we use for opportunities and the process you can expect as an investor.

SMALL BUSINESSES, BIG IMPACT

What makes a good passive investment?

  • Initial targets typically have a cash flow yield of 20-33%
  • Additional bolt-on acquisitions typically yield 50%
  • Possible tax savings
  • Low cost, low down payment financing available through the Small Business Administration
  • Down payments as low as 2.5%
  • Passive investors do not personally guarantee the loan
  • Access to live read-only financial data other key performance indicators
  •  Attend board meetings and give input into strategy 
  • Open line of communications with operating partner and Owner Actions

Opportunities for investment

We help buyers across the United States in a range of industries buy businesses that suit their skills and experience. In many cases, their paths to ownership were made possible with the help of investors who contribute to the acquisition costs and receive an equity stake in the business.

Here is a sample of a few recent investor-backed deals:

Business opportunityLocationAnticipated IRRMinimum investment 
Large set of dedicated FedEx linehaul routes traversing the SE United StatesSE United States 21% $25,000
Well-established, popular destination restaurant and real estate development opportunityFL 26% $25,000
40+year old well-drilling, pump, and geothermal service serving the MidwestMO 18%$25,000 
High-performing water transportation service servicing remote drilling sitesTX 21%$25,000 

Please note: This is not a solicitation for investment in any of the above-mentioned opportunities.

How it works

Application

We screen out over 99% of opportunities leaving a small number of investment opportunities per year. 

Increase your chance of being chosen as an investor by providing your background and demonstrating your risk tolerance. 

STEP # 1

Make partial deposit into escrow account

Show you are committed buyer by depositing 20% of your total commitment with a 3rd party escrow agent.

You can withdrawal your funds at anytime.   

STEP # 2

Review deals

As we find suitable deals, you have the opportunity to review the business and indicate your willingness to invest in that business. 

STEP # 3

Investors are selected

Priority is given to investors with experience and contacts in the target industry.  

After considering experience and contacts, investors are chosen on a first come first serve bases. 

STEP # 4

Deposit remaining balance into escrow account

Now that we have a deal, it's time to deposit your total commitment.

STEP # 5

Complete legal and formation document

Sign all legal documents

STEP # 6

After the deal is closed

  • You will have read only access to live financial performance. 
  • You receive distributions as voted on by the board. Operator and Owner Actions can not receive a distribution unless you also receive a distribution.
  • Attend quarterly board meetings(virtual) and vote on important issues. 
STEP # 8

Media mentions

Find your team

Looking for a pro who can help you start, grow,
or exit your business? Start here.