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MarigoldenChutist

Marigold Resources Office at 308 E River Drive in Davenport, Iowa

Marigold Resources is proficient at advising businesses in the lower-mid market with $5 to $25 million in annual sales.

Independently owned since 2011, Marigold Resources is one of Iowa's leading M&A advisory firms.

Value Builder System: 8 Key Drivers

Driver 1: Financial Performance
Driver 2: Growth Potential
Driver 3: Switzerland Structure
Driver 4: The Valuation Teeter Totter
Driver 5: The Hierarchy of Recurring Revenue
Driver 6: The Monopoly Control
Driver 7: Customer Satisfaction
Driver 8: Hub & Spoke

The Marigold Team

chris
 
Chris Barnard
Managing Partner

 

todd
 
Todd McGreevy
Managing Partner

 

larry
 
Larry McDonald
Brand Advisor

 

justin
 
Justin Holstein
Digital Media Advisor

 

tony
 
Tony Grau
Certified Value Builderâ„¢

 

bill
 
Bill Karben
Accounting & Valuation Advisor

 

john
 
John Mack
Business Appraiser

 

crowe
 
John Crowe
Senior M & A Advisor

 

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$9.12MM 2018 Sales
$1.64MM EBITDA
$8.80MM 2019 Sales
$918K EBITDA 

70,000 sf Multi-Function Facility 

The upper-Midwest Company operates a highly recognized, family founded and owned, premier ISO 9001:2015 certified machining and fabrication business. 

The Company's machining capabilities, fabrication and repair expertise, stocking and lead times set the business apart in the precision manufacturing industry. 

From highly complex parts, both large and small, to one off's and prototypes, short or long runs this business provides customers profitable solutions, including a stocking program while generating higher margins on larger quantities. 

Specialties include, but are not limited to, contract machining, customer designed product repair and fabrication of primarily stainless steels, cast and forged steels, mild steels, and non-ferrous alloys.

Home Care iStock 619393614

Independently owned and family operated home care agency. Licensed in Iowa and Illinois, with long term established referral networks. 
 

2020 annual sales of $550K was down year, due to COVID. 

Business did over $1MM in sales in 2017 and 2018 with $180-200K in pre-tax profits, including paying the owner's full time salary for part-time management.

Asking Price: $390,000

Cash Flow: $100,000 (5 year wtd avg)

Gross Revenue: $550,000 (2020)

FF&E: $20,000

Rent: $1,870 per Month

Established: 1999

Bar Wings iStock 471014686

Successful and profitable 110 seat neighborhood American pub with full service restaurant in the heart of a small rural Iowa town. 

  • Casual family-friendly atmosphere, with clean and open spaces  
  • Open for lunch and dinner
  • Ample big screens for sports and more
  • Off-street parking 

Business Price: $400,000 

Historic Sales 
2017: $755,000 
2018: $826,000 
2019: $975,000 
  • Annual Seller's Discretionary Earnings: $75,000 
  • Very reliable manager in place, making $36k
  • Seller works less than 20 hours per week, retiring
  • Capacity to do $1.8MM in annual sales
  • Near the new Amazon Faclity site

64408 Historical EBITDA Lumberyard

  • 2018 Sales $1.47MM, $205K SDE
  • 2019 Sales $1.33MM, $110K SDE
  • 2020 Sales $1.60MM, $196K SDE (est.)

The Company specializes in selling building materials. . The Company is a one-stop-shop for home builders, offering all types of the supplies from lumber to roofing, windows, paint, and hardware. The Company primarily serves construction contractors (67% of 2019 revenue) as well as homeowners (28%) and walk-in customers (5%) mainly in its local market (65% of revenue) as well as beyond (32% within a 50-mile radius and 3% beyond a 50-mile radius).

The Company operates out of a 3,000 square foot shareholder-owned facility.