We acquire stable, profitable companies that are under-optimized and generally low-tech. These businesses often come from retiring owners or families who lack a clear succession plan. Our approach is to modernize these operations while preserving core strengths that have sustained them over time. By holding these companies for the long term, we capture enduring returns rather than simply seeking a short-term exit.
- Buy Box
- Optimization “MAP”
- 1. Modern Technology
- 2. Aligned Incentives
- 3. Playbooks
- Long-Term Hold Strategy
- Why This Matters for Investors
- Portfolio Philosophy
Buy Box
- Founder or family owned: we like to purchase businesses from retiring owners, but are open to family-run businesses or those who have been in business, with strong product-market fit, for at least a decade.
- Profit + Cashflow: We look for businesses with at least $500,000 and up to $3,000,000 in profit. We prefer looking at SDE (seller discretionary earnings) or FCH (free cash flow) over EBITDA. In terms of
- Texas-based businesses that are part of the ‘Circular Economy’
Optimization “MAP”
We apply our Operating System which consists of optimizing People, implementing Modern Technology and adopting Playbooks of industry best practices, then pair this with a long-term, patient capital approach.
1. Modern Technology
- AI & Automation: We deploy artificial intelligence and automation tools in traditionally manual or paper-based environments. By replacing outmoded practices (e.g., spreadsheets and handwritten logs) with advanced systems, we free up human capital, reduce costs, and increase accuracy.
- Data-Driven Insights: Enhanced analytics and real-time reporting inform more agile decision-making, enabling rapid pivots and resource allocation based on current performance.
- Scalable Infrastructure: In industries typically slow to adopt cloud-based solutions, we install modern, flexible platforms that streamline operations and are readily scalable for future growth.
2. Aligned Incentives
- Shared Upside: We introduce compensation structures tied to individual and team-based performance, fostering a shared ownership mentality. In family-owned or legacy businesses, this can be a powerful motivator for employees who may have had limited profit-sharing opportunities previously.
- Clear Goals & Metrics: We work closely with management teams to set unambiguous objectives, ensuring that everyone—from the shop floor to the C-suite—strives toward the same key performance indicators.
- Culture of Ownership: Empowering employees at all levels to make decisions, innovate, and take responsibility. By instilling a mindset of shared success, we foster a culture that rewards initiative and accountability over the long run.
3. Playbooks
- Best-in-Class Practices: We draw upon proven methods from top-performing companies—across marketing, sales, customer success, and more—to build a robust library of playbooks. For businesses transitioning from legacy processes, these frameworks quickly accelerate modernization.
- Tailored Implementation: We adapt these playbooks to each acquired business, customizing them for unique market conditions and organizational nuances.
- Continuous Improvement: After implementation, we continually monitor performance, gather feedback, and refine our playbooks to keep pace with evolving business environments.
Long-Term Hold Strategy
Our philosophy is rooted in holding companies for the long term rather than seeking quick flips. We focus on sustainable value creation by making operational and cultural improvements that yield ongoing profitability. We build a resilient portfolio capable of weathering market fluctuations without sacrificing growth by reinvesting cash flows—whether in technology upgrades, leadership development, or process optimization. By maintaining a patient investment approach and continuously applying our operational excellence framework, we aim for stable, compounding returns over time, ensuring each business we acquire remains robust and future-ready.
Why This Matters for Investors
- Superior ROI: Legacy or low-tech businesses typically trade at lower multiples. By modernizing operations and implementing our People, Technology, and Playbook enhancements, we unlock significant upside potential.
- Risk Mitigation: A data-driven, hands-on approach reduces execution risk and stabilizes performance in sectors that may otherwise be vulnerable to technological disruption.
- Long-Term Growth Engine: Our strategy of buying and holding for the long term provides investors with a stable, compounding source of returns supported by operational excellence and ongoing reinvestment.
Portfolio Philosophy
Focus is critical when acquiring or investing. That’s why we create a defined thesis for each Far Future ‘Portfolio’ with a specific financial goal to reach with each. Currently, we want to launch 8 Portfolios over the next three decades, assuming 1-2 in the first, 3 in the second, and 3-4 in the final decade.
- Container 1: In Progress (see our real-time research database here)
- Container 2: On hold (will unlock when Container 1 is 80% complete)