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Sustainable Growth, 
Nurturing Legacy

TA Trailhead, LLC was founded to find, acquire, and cultivate a well-established private business, with a commitment to honoring its legacy and fostering sustainable growth.

Legacy Matters

Preserve the legacy you’ve built with a partner committed to long-term impact.

Invested in Growth

Secure your business’s future with a commitment to sustainable practices.

Built to Last

Create a smooth transition focused on stakeholder relationships and stability.

At TA Trailhead, LLC, we are committed to partnering with business owners to secure their legacy and ensure the long-term success of their business. We provide tailored succession solutions that honor your values, achieve a meaningful financial exit, and support your employees, customers, suppliers, and community.

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Driven by our passion for entrepreneurship and backed by operational expertise and long-term capital, we assume full-time leadership to guide your business into its next phase of growth.

 

Our approach is grounded in values-based leadership, prioritizing integrity, people, and excellence in every aspect of our work.

Our Investment Criteria

Over the next 20 years, approximately $4.8 trillion in net worth will be transferred, marking the largest intergenerational wealth shift in U.S. history, as most closely held and family-owned businesses lose their primary owner either suddenly or in a planned approach.

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Unfortunately, many businesses lack clear succession plans, putting the owner’s legacy and the future of employees, customers, suppliers, and communities at risk. TA Trailhead creates tailored succession plans that address both business and personal needs while ensuring a meaningful financial exit.

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TA Trailhead is focused on identifying one high-quality company with a motivated seller and significant growth potential. Our evaluation of new opportunities considers the following criteria:

Financial Record

  • Positive cash flow for the past three years

  • Annual revenues between $3-6 million

  • Annual EBITDA between $600-900 thousand

  • EBITDA margin of 20% or higher

  • Contractual revenue streams with low cyclicality

Business Overview

  • Proven track record of business success (5+ years)

  • Low customer concentration and minimal churn

  • Stable, long-tenured employee base (5+ employees)

  • Strong culture and management team

  • Niche / competitive offering with scalable model

Industry Landscape

  • High growth potential with strong market tailwinds

  • Fragmented market with high barriers to entry

  • Mission-critical products or services

  • Low risk of regulation or technological obsolescence

  • Non-commoditized offerings with differentiation

Seller Profile

  • Motivated to retire or transition from daily operations

  • Interested in preserving their entrepreneurial legacy

  • Committed to supporting employees, customers, and stakeholders

  • Willing to consider partial seller financing

  • Ready to assist the buyer during transition


While TA Trailhead has identified key industries of interest, our search is not confined to these areas. The industries listed align well with our investment focus, but this list is by no means exhaustive:

Business to Business (B2B)

  • Commercial Business Services (e.g., Office supplies, commercial cleaning services)

  • Professional Business Services (e.g., Accounting/audit, marketing agencies)

  • Healthcare Services (e.g., Medical equipment supplies, telehealth platforms)

  • Environmental Services (e.g., Waste mgmt. services, industrial recycling)

Business to Consumer (B2C)

  • Home Services (e.g., plumbing, pest control, HVAC maintenance)

  • Home Healthcare (e.g., in-home nursing, physical therapy, palliative care services)

  • Personal Services (e.g., hairdressing, fitness training, pet grooming)

  • Education Services (e.g., tutoring centers, language schools, online learning platforms)

Let’s Discuss Your Business’s Next Chapter

Driven by a passion for entrepreneurship, operational expertise, and dedicated long-term capital, we seek to take on full-time leadership roles to grow and sustain your business for generations.

 

If you're a motivated seller of a high-quality company, we welcome the opportunity to connect.

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