Our Process
A Straightforward Path from Introduction to Close
We believe the best deals happen when both sides know exactly what to expect. Our process is designed to be transparent, respectful of your time, and free of surprises. We don't play games and we communicate clearly at every stage.
How It Works
Introduction & Initial Conversation
It starts with a conversation — no forms, no pressure. We learn about your business, your goals, and what matters to you. You learn about us and how we operate. If there's a mutual fit, we move forward together.
Preliminary Review & Valuation Analysis
We review your financials, operations, and market position to develop a clear picture of the business. Our analysis is thorough but respectful — we tell you exactly what we're looking at and why. You'll have full visibility into our thinking.
Letter of Intent
If the business is a fit, we present a Letter of Intent with clear terms and a fair valuation. No bait-and-switch, no artificially low anchoring. We set honest expectations from the start because that's how lasting deals get done.
Due Diligence
We conduct a thorough review of financials, operations, legal, and compliance. We explain everything we need and why we need it. Our goal is to be rigorous without being disruptive to your day-to-day operations.
Financing & Deal Structure
We structure deals using a combination of equity, SBA financing, and conventional lending. We understand debt service coverage ratios, lender requirements, and how to build deal structures that work for both sides. Our financing is lined up before we get to this stage. If seller notes are new to you, here's how seller financing works in a business sale.
Closing & Transition
We manage a smooth closing process and a thoughtful transition. That includes leadership continuity planning, employee communication, customer notification, and operational stability measures. The goal is zero disruption.
Detailed Acquisition Criteria
$2M+ Revenue
Established businesses with proven revenue streams. Stable, recurring, or repeat revenue preferred.
$500K+ EBITDA
Cash-flow-positive with healthy margins
Home Services · Manufacturing · Industrial
HVAC, plumbing, electrical, manufacturing and other skilled-trade businesses
Multi-Region
Multiple U.S. regions with expansion capacity
3+ Years Operating
Established customer base with operating history
Essential Services
Businesses providing critical, non-discretionary services
What Happens to My People?
This is the question every owner asks — and it's the right one. Your employees built this business alongside you, and they deserve to know their jobs, their benefits, and their futures are secure.
At Three Delta Capital, leadership continuity and employee retention aren't afterthoughts — they're central to our acquisition strategy. We keep the people who make the business work, we invest in their development, and we communicate openly through every stage of the transition.