Selected Engagements

The Situation

After more than 20 years of building a successful multi-location healthcare practice, the founder had created a business generating approximately $9 million in annual revenue and $1.8 million in adjusted EBITDA. The business was profitable and growing, but the founder was ready to reduce day-to-day responsibilities while preserving the culture, protecting employees, and participating in the company’s future growth.

The Challenge

The founder had received unsolicited interest from several buyers but had no clear way to determine what the business was truly worth—or which partner would provide the best combination of valuation, deal structure, culture, and long-term opportunity.

Our Approach

Lamour Legacy Partners helped prepare the business for market, normalize EBITDA, position its growth story, and create a competitive process among qualified strategic and private equity-backed buyers. Rather than focusing solely on the highest headline valuation, we evaluated each proposal based on cash at closing, rollover equity, earnout exposure, employment expectations, cultural fit, and the founder’s long-term objectives.

The Outcome

The business ultimately partnered with a private equity-backed healthcare platform at an 8.0x adjusted EBITDA valuation, representing approximately $14.4 million in enterprise value. The transaction provided the founder with significant liquidity at closing while allowing the founder to retain 20% of the proceeds as rollover equity, creating an opportunity for a meaningful second financial outcome as the larger platform grows.

Most importantly, the founder transitioned from being responsible for every aspect of the business to focusing on the areas he enjoyed most—while preserving the organization and team he had spent decades building.

The Situation

A founder had spent nearly 25 years building a respected high-end residential landscaping company serving affluent homeowners, estates, and property managers. The company generated approximately $7 million in annual revenue and $1.2 million in adjusted EBITDA, with strong recurring maintenance revenue and an exceptional reputation in its local market.

The Challenge

Although the company was highly profitable, much of its success still revolved around the founder. Key customer relationships, estimating, major purchasing decisions, and day-to-day operational oversight all flowed through the owner. The founder wanted to monetize what he had built but was concerned that this dependence could negatively impact valuation.

Our Approach

Lamour Legacy Partners worked with the founder to position the business around what sophisticated buyers value most: recurring revenue, customer retention, management depth, route density, attractive demographics, strong margins, and opportunities for geographic expansion. We also identified adjustments to EBITDA and helped demonstrate how the business could operate successfully without the founder managing every decision.

Rather than simply marketing a landscaping company, the business was positioned as a scalable regional platform with significant opportunities for organic growth and tuck-in acquisitions.

The Outcome

After generating interest from multiple buyers, the founder selected a lower-middle-market private equity group that valued the company at approximately 6.5x adjusted EBITDA, or $7.8 million in enterprise value. The founder received the majority of the consideration in cash at closing while rolling 15% into the new platform, allowing participation in the next phase of growth.

The transaction gave the founder financial independence without requiring him to walk away from the company he built. He remained involved in a reduced strategic role while the new partner provided capital, infrastructure, and acquisition resources to expand the business into neighboring markets.