For Brokers & Intermediaries

Umara is an active, capital-ready buyer for service, light-industrial, and B2B businesses across the western United States. Brokers and intermediaries who bring well-fit deals find Umara responsive, decisive, and easy to close with.

What we close.

  • Adjusted EBITDA $700K – $1.5M

  • 1.5-hour direct flight from San Jose (SJC) or 5-hour drive of the greater Bay Area

  • Strong second-in-command already in place

  • Owner not performing more than 25% of billable field work

  • Asset purchase, or §338(h)(10) / §336(e) stock purchase

  • Contracted or recurring revenue preferred; stable transactional models considered

How we engage.

  • First read, considered. Every CIM is acknowledged within 48 hours and receives a structured read within seven business days. If it's a fit, you'll get an indication of interest. If it isn't, you'll get a direct "no, here's why" — no wondering.

  • Diligence-ready. Capital committed and structured. Non-SBA. Attorney, CPA, and quality-of-earnings provider pre-engaged. No deal dies waiting on Umara's side of the table.

  • Reasonable on structure. Asset purchase or §338(h)(10) / §336(e) stock purchase. Standard working capital peg. 1–6 months seller transition standard, longer where licensing or complexity warrants. Seller financing welcome.

  • Respect for the seller. Long-term hold. Existing team, customers, and licensed personnel are assets to protect. Sellers transitioning to retirement or to a continued role find Umara a careful and professional counterparty.

Process and timing.

  • CIM review. Acknowledged within 48 hours; structured read within seven business days.

  • NDA and clarifying questions. Umara signs broker-standard NDAs. Specific questions sent in writing.

  • Indication of interest. Where the deal fits, IOI within ten business days of CIM.

  • LOI to close. With capital committed and advisors engaged, Umara targets 45–60 days from LOI to close on standard deals.

What disqualifies a deal.

Restaurants and food service. Franchises. Gyms, salons, and personal wellness. Healthcare, dental, and clinics. Pet care and veterinary. B2C retail. Landscaping and lawn care. Pure transport, freight, trucking, distribution, and last-mile delivery.

Outside these exclusions, Umara is characteristics-led — any business meeting the financial and operational criteria is in scope, regardless of category.

SUBMIT A DEAL
REQUEST BUYER PROFILE

Or email deals@umaraholdings.com directly with your CIM or teaser. Every inquiry is acknowledged within 48 hours.