UNIQUE TRAVEL COMPANY INVESTMENT HIGHLIGHTS
- Four decades in an established market niche that was profitable through the recession.
- To the owners knowledge there is no other business model like this in the travel industry and has commission percentages consistently around 20%
- This unique model also creates repeat travel customers or groups that then use the Company for decades.
- Nationally recognized reputation and expertise enables the Company to have proven policies that give repeat business and consistent profits.
- Operates nationally and internationally with significant volumes of immediate infill potential.
- This Company turned what many travel firms consider “challenges” into 14 competitive advantages that focus on its market niche.
- This Company has mastered its niche through years of trial and error, resulting in unique travel experiences not normally available to the public.
- This is a smaller business but primed for expansion with 10 strong growth opportunities within the enormous $157 billion dollar US travel market. .
- Turnkey management with the Owners continuing in their management roles to help transition and expand the Company for a number of years.
This unique business model has two profit centers. The core business is an upscale travel agency and the extraordinary operation of their “Signature” international adventures. This company offers a solid core book of upscale leisure travel business and the higher margins of their Signature business.
One of the primary goals of the Owners is for a new owner with a stronger capital base is to take full advantage of the competitive advantages as well as the incoming tide of growth opportunities and propel the Company more quickly to a significantly higher level of revenue. This is why the Owner’s are looking more for an equity partner than just a sale of the business. Once relieved of the burden of the administrative and financial duties they would like to continue developing and expanding their Signature business model for a number years and eventually move into a staged retirement.
With its solid book of core business and its unique Signature packages this Company is set apart from the others by their unique and creative tours packages that elevate good travel into unique “insider foreign cultural experiences” that create lifelong loyal customers. This is a smaller business but in this case it is not the size that counts, it is a new and exciting adventure for your clients that can separate you from your competition.
This financial marketing company has marketing programs for financial advisors to solve their biggest problems – how to acquire new quality clients, sell financial products, and build their practices. As a result of the Do-Not-Call Legislation (created by the FCC and FTC), cold-calling is no longer a viable way to build a financial planning practice. Other types of marketing programs created for and sold to financial advisors such as drip-mail marketing, lunch and dinner seminars, or websites have not been effective in generating new clients.
The company business model is a combination of the software business model “build it once and sell it over and over” and the franchise business model. The owners are proud of the success of the Company. They have created a lean operation generating almost ten million dollars of revenue ($9,585,500 in 2014) with two owners and five employees. The foundation is built for the future for a buyer with a vision to take this Company to the next level.
This company has many competitive advantages that have contributed to its success. These advantages have created customer benefits that no other competitor has been able to achieve. The company’s marketing programs produce dramatic results for its customers, creating repeat business and word-of-mouth referrals from its successful, loyal clients. For more details see Section 4.0, Competitive Position.
Predictability for a Buyer is paramount, and this is where the risk factor can be for a new owner. However, this is like a “turnkey” or “management buyout” operation because the owners will stay on board for a period of up to one year. For more details see Section 11.0, Owner/Purchaser Transition.
The company is a solid financial model that is primed to be scaled up. Pre-recession sales were nearing $4.7 million. Sales have continued to grow, as revenue for the 2014 fiscal year was nearly $9.5 million.
2014 Sales $9.4 MM, EBITDA $2.2 MM, 23%
2013 Sales $8.3 MM , EBITDA $1.8 MM, 22%
This Company is an industry leader with a sterling reputation in manufacturing of E-Liquids and for their quality of flavors produced and for their customer support. The Company produces over 400 liquid flavors and ships their product throughout the world.
This Company is poised for growth in a worldwide growing market and with a stronger capital structure in place the possibilities for the future are vast.
As a pioneer in their field the Company is encountering a worldwide demand for its products. Its unique quality and ability to fulfill the custom needs has created a strong customer base. The Company is truly in the right place at the right time to profit from this exponentially increasing demand for e-liquids in the tobacco industry.
In an article that Chris Burritt from Bloomberg wrote in June 21, 2013 that e-cigs is one of the fastest growing product segments in the United States today.
Sales $9 million
Gross margins in the 75% range
EBITDA $3 million
The Company has earned and developed 6 competitive advantages that focus on its market, including its focus on quality and customer service. Each of these advantages contributes to the future growth and prosperity of the Company.
Predictability of personnel and management for a buyer is vital. The current operation is strong and all processes are in place with a trained workforce. There are key management personnel at all levels. The Owner is looking for a staged retirement so this is effectively a turn-key operation for the next owner.
The worldwide market for rare and collectable wines is the fastest growing segment in a $310 billion market. The company currently for sale emerged as the first rare wine internet auction site in the world offering weekly wine auctions. Founded in 1998 and located in Oregon, this company became the building block for the formation of a larger wine group. Using a combination of technology, proprietary market data, intellectual knowledge, and a passion for fine, rare, and collectable wines, the owner has brought this company and the larger group to $14 million in annual sales. Sales in 2012 included shipments to clients located on every continent of the world except Antarctica. Sixteen years of industry experience, and an aggressive market expansion strategy all mean that this company and larger group are uniquely positioned for significant and immediate growth.
The Owner has identified thirteen growth opportunities, he and his team are executing a strategic growth plan that was formulated in late 2009 and early 2010, and has been continually updated. As a result, the company is well on its way toward taking full advantage of some of these additional growth opportunities. For the right buyer, the owner would be willing to remain with the company in a reduced role, making both this company and group a turnkey opportunity. The combination of thirteen growth opportunities, a turnkey management team, and a new capital structure make this an excellent platform company for a strategic buyer
Combined revenues for this group in 2012 were over $14 million. First quarter sales for 2013 were $3,790,886 and increase of $638,184 over Q1 Sales for 2012. The combined companies have a competitive four-year average gross margin history of 22.01%. The Sales Performance Table in the Financial Section (6.0) indicates projected revenue of $30,000,000 .The company is well positioned to take advantage of growth opportunities for a new owner with the right capital base
This company and group have ten competitive advantages that focus on its market niche, including technology, location, product sourcing, and customer base. Each of these advantages contributes to the future growth and prosperity of the company
Predictability of personnel and management for a buyer is vital. The current operation is strong and all processes are solidly executed with a well-trained and loyal workforce. With a turnkey management team in place, a new owner can focus on growth opportunities