BÖ — A

$500K-$1.5M EBITDA businesses with essential demand profiles.

• Founder-owned catering and B2B services, often lacking modern systems but with strong client bases.
• Focus on West Coast markets (Washington, Oregon, California) for operational synergies and market familiarity.
• Businesses providing essential, recession-resistant services, ensuring consistent demand regardless of economic cycles.
• Clear path to operational improvement and scalability.

Target Selection

Value Creation

Systematic operational improvements drive immediate returns.

• Implement modern operational systems and optimized scheduling to enhance efficiency and reduce costs.
• Digitize sales funnels, CRM, and financial reporting for data-driven decision-making and streamlined management.
• Strategically expand existing institutional contracts and pursue new, high-value long-term partnerships.
• Introduce cross-selling opportunities and diversify service offerings to capture additional revenue streams.

Our advisory team includes seasoned entrepreneurs and owners who have successfully scaled 10+ companies to $500K+ EBITDA and beyond. They provide invaluable hands-on guidance and deep industry expertise throughout every stage of the acquisition, improvement, and growth process, ensuring a high probability of success.

4-7 year hold period maximizes investor returns.

• Position businesses for strategic sale to larger private equity firms or industry consolidators at premium multiples.
• Explore roll-up opportunities, combining multiple acquisitions into a larger, more attractive platform for exit.
• Utilize dividend recapitalization as a mechanism to distribute returns to investors while retaining ownership and control.
• Target a 4-7 year hold period to maximize value creation and achieve optimal investor returns.

Strategic Exit

1

Forkstone Partners executes a focused acquisition strategy targeting profitable, founder-led businesses with operational upside and essential demand.

We focus on companies with strong fundamentals—not speculation—then drive value through hands-on improvements and structured growth.