Acquisition Criteria

What We Look For

Established, cash-flowing businesses with strong foundations and room to grow stronger — six measures, applied one business at a time.

The Six Measures

The measures that hold the span up.

Each measure maps to a part of the bridge above — the deck, the current, the towers, the crossing, the tension, the shores. Together, they decide whether a business can carry what comes next.

01

Proven Revenue

The deck · bears the traffic, daily

We acquire businesses that have already proven the market wants what they sell. A demonstrated operating history, established revenue, and customers who pay — performance that shows up in the ordinary course of business, not in a projection.

  • Multi-year operating history with established revenue
  • Customers who return, renew, and refer
  • Results verifiable through the ordinary course of business
  • Margins that make sense for the industry
02

Durable Demand

The current · flow beneath the span

Trends are interesting; dependability is valuable. We look for products and services backed by real customers and recurring or dependable demand — needs that will still exist well after any single season, cycle, or contract.

  • Recurring or repeat revenue
  • Demand tied to ongoing needs, not one-time events
  • No single point of failure — customer, contract, or regulation
  • A market that will still exist in ten years
03

Strong Foundations

The towers · stand on bedrock

Much of what makes a business valuable never appears on the balance sheet. Reputation, relationships, people, and operating capability — foundations that took years to build, and that a new owner can build on rather than rebuild.

  • A name that means something in its market
  • A team that knows the business and its customers
  • Relationships that hold the revenue in place
  • Operations that run day to day without heroics
04

Succession Opportunities

The crossing · someone ready to cross

Many of the best acquisitions begin as personal decisions. We work with owners preparing for retirement, succession, or the next stage of their lives — people who care about what happens to the business after them, and want to see it handled well.

  • An owner weighing retirement or a next chapter
  • A business that can be transitioned, not just transferred
  • Care for legacy — customers, employees, and name
  • A timeline that allows a thoughtful process
05

Operational Opportunity

The tension · cables that can be tuned

We are not looking for businesses to rescue — we are looking for businesses where discipline compounds. Improved systems, leadership, visibility, and execution: improvements that create real value without disturbing what already works.

  • Growth limited by systems, not demand
  • Financial visibility that can be strengthened
  • Leadership and accountability that can be deepened
  • Clear places where discipline creates value
06

Long-Term Fit

The shores · where the bridge lands

Every measure above means little if the fit isn't right. We look for companies where United Passage can bring the right ownership, partners, and operating support — and where the business, its people, and its owner will be well served by how we own.

  • A size and structure suited to hands-on ownership
  • Located in the United States or Canada
  • A culture that will work with thoughtful ownership
  • An owner relationship built on candor and trust

The Quick Fit Check

Six measures. How many does your business meet?

A minute with the list above can tell you whether a conversation is likely worth your time.

No form can weigh a business — but the six measures can offer an honest first orientation. Check what applies, and be as candid as you'd want us to be. Nothing is sent anywhere; the result stays on your screen.

A checklist can't judge a business. A conversation can. Consider this a compass heading, not a verdict.

Measure Your Business0 / 6

Check what applies — or skip the list and start the conversation directly.

For orientation only. Every business is judged in person, not on checkboxes.

Where We Invest

The lanes — and the ground.

Industry-focused, but not industry-limited. Grounded in California, pursuing across two countries.

Tax & Accounting

Founding vertical · 3 acquisitions · 2023–2024

Where the platform was proven. Practice acquisitions and book-of-business transitions taught us the discipline the whole portfolio now runs on: move established client relationships with continuity first — same standards, same service, no disruption.

Manufacturing & Wholesale

Second vertical · 1 acquisition · 2025

Operating companies with real assets, real throughput, and durable demand — established in 2025 with West Coast Soil Works and the 10.5 acres it stands on.

Business Services

In focus · the natural extension

Service businesses built on recurring relationships and dependable demand — where visibility, systems, and leadership compound into real value.

Select Established Cash-Flowing Businesses

Case by case · the category above categories

If the fundamentals are right and the fit is real, the industry label matters less than the foundation beneath it.

"We're industry-focused, but not industry-limited."

We are particularly interested in established businesses with strong fundamentals, durable customer relationships, and opportunities for thoughtful operational improvement.

Where We Look

The ground we cover.

United Passage is headquartered in Manhattan Beach, California, and pursues opportunities across the United States and Canada — with natural gravity toward Southern California, where the portfolio and its relationships run deepest.

Headquarters
Manhattan Beach, California
Pursuit
United States & Canada
Deepest Today
Southern California

Read Both Ways

Where we're probably not the right home.

Fit is mutual — a business should be as right for us as we are for it.

A few situations usually point toward a different kind of buyer than us:

  • Pre-revenue ventures still searching for their market.
  • Businesses in need of rescue rather than renewal — where the model itself has stopped working.
  • Revenue resting on a single customer, contract, or relationship.
  • Pure asset plays — real estate or licenses looking for an operator of anything.
  • Compressed auctions and deadlines that leave no time to understand the business.

If one of these describes your situation, we'd rather tell you early — and, where we can, point you toward a better-fitted buyer.