BizSource.ai
Seller Success Stories

Real Exits. Real Numbers.
No Names. No Hype.

These are anonymized case studies from business owners who used BizSource.ai's tools to prepare, position, and close their deals — at multiples they didn't think were possible.

7.2×

Average EBITDA Multiple

91 days

Average Days to Close

$0

Upfront Broker Commission

94%

Sellers Got Asking Price or Above

Disclaimer: All case studies are anonymized composites based on real deal patterns in the lower middle market. Names, locations, and specific financial details have been altered to protect confidentiality. These outcomes are not guaranteed. Past performance does not predict future results. Consult a qualified M&A advisor before making any business decisions.

HVAC & Plumbing ServicesSoutheast U.S.Private Equity FirmPlatform Acquisition

Owner-Operated HVAC Company Sells to PE Firm at 7.4× EBITDA

$4.2M

Revenue

$1.1M

EBITDA

7.4×

Multiple

94 days

Days to Close

A second-generation HVAC and plumbing company with 22 technicians and strong recurring maintenance contracts attracted multiple institutional offers. The owner had never considered PE before using BizSource.ai's readiness tools.

What Made This Deal Work

85% recurring revenue from service contracts
Documented SOPs and trained management team
Clean 3-year financials with consistent growth
Strong Google reviews and local brand recognition

Outcome

The owner closed at a premium multiple, retained a 15% equity stake in the PE platform, and stayed on as a regional advisor for 24 months.

B2B Software (SaaS)Midwest U.S.Strategic BuyerStrategic Exit

Niche SaaS Platform Acquired by Industry Consolidator at 8× EBITDA

$2.8M

Revenue

$980K

EBITDA

8.1×

Multiple

71 days

Days to Close

A vertical SaaS platform serving independent insurance agencies was acquired by a larger industry software company. The founder used BizSource.ai to identify strategic buyers and package the deal.

What Made This Deal Work

Net Revenue Retention above 110%
Proprietary integrations with 3 major carriers
Low churn rate (< 4% annually)
Scalable architecture with minimal technical debt

Outcome

The founder received full cash at close with a 12-month earnout tied to customer retention. No broker commission — deal was sourced directly through the platform.

Senior Home CareMid-Atlantic U.S.Family OfficeMajority Recap

Home Care Agency Secures Family Office Partnership at 6.8× EBITDA

$3.6M

Revenue

$720K

EBITDA

6.8×

Multiple

118 days

Days to Close

A licensed home care agency with 60+ caregivers and strong Medicaid/private pay mix attracted a family office seeking long-term hold assets in the senior care sector.

What Made This Deal Work

Licensed in 3 states with strong compliance record
Diversified payer mix (Medicaid, VA, private pay)
Low caregiver turnover vs. industry average
Established referral relationships with hospital discharge planners

Outcome

The owner sold 70% to the family office, retained 30% equity, and received growth capital to expand into two new markets. Projected 3× return on retained equity within 5 years.

Commercial RoofingTexasSearch Fund / ETA OperatorSBA-Financed Exit

Commercial Roofing Company Acquired by ETA Operator Using SBA 7(a) Loan

$5.1M

Revenue

$680K

EBITDA

5.9×

Multiple

82 days

Days to Close

A retiring owner of a commercial roofing company with strong municipal and HOA contracts found an ideal successor through BizSource.ai's buyer matching system — a former construction executive using an SBA loan.

What Made This Deal Work

Long-term contracts with 3 large HOA management companies
Owner willing to stay on for 12-month transition
Clean equipment fleet with documented maintenance records
Strong relationships with local general contractors

Outcome

The retiring owner received full asking price. The new operator secured SBA 7(a) financing with 10% down. Transition was smooth due to the owner's documented processes.

Business Services (HR Outsourcing)Northeast U.S.Private Equity FirmPlatform Investment

HR Outsourcing Firm Becomes PE Platform Company at 8.6× EBITDA

$7.4M

Revenue

$1.8M

EBITDA

8.6×

Multiple

105 days

Days to Close

A founder-led HR outsourcing firm serving mid-market companies became the platform for a PE firm's roll-up strategy in the HR services sector. The deal included significant management equity.

What Made This Deal Work

Proprietary HRIS software with 94% client retention
Scalable delivery model with offshore component
Experienced management team willing to stay post-close
Proven ability to serve 50–500 employee companies

Outcome

The founder received $12.4M at close plus 20% equity in the new platform. The PE firm has since completed 4 add-on acquisitions using the company as the foundation.

Specialty DistributionPacific NorthwestFamily OfficeLegacy Exit

Specialty Distributor Exits to Family Office After 28-Year Run

$9.2M

Revenue

$1.4M

EBITDA

7.1×

Multiple

89 days

Days to Close

A second-generation specialty industrial distributor with exclusive regional contracts attracted a family office seeking stable cash-flowing businesses with long operating histories.

What Made This Deal Work

Exclusive distribution agreements with 2 major manufacturers
28-year operating history with no customer concentration
Experienced operations team with low turnover
Proprietary inventory management system

Outcome

The founders received full cash at close with no earnout. The family office plans to hold the business for 10+ years as a core portfolio asset.

Could Your Business Be the Next Success Story?

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