Consistent themes after conducting financial due diligence on 50 + acquisitions & sales of service-type businesses owned by Baby Boomers:

1. Some of the nicest people I've met—seriously amazing.

2. They value legacy and the "right fit" over money.

3. They are the brand & sales pipeline.

4. Customers trust them for their reliability and long-standing community presence.

5. Closing deals is challenging (not impossible) due to doubts at the purchase agreement stage.

6. The absence of modern marketing and accounting systems opens up improvement opportunities for new buyers.

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