Aspen Ridge Trust
Grow Your Legacy
Aspen Ridge Trust seeks to acquire and operate a single business in the New York tri-state region. We look to identify long-tenured companies with stable growth over time and grow it under our leadership for decades to come. We are committed to retaining its legacy and carrying forward the success built by the owner.
Identify
Small Businesses
in New York Tri-State or remote. The Most Desirable If Business Aligns with Goals to Support Women, Families and Children
Acquire
$500,000 - $1,500,000 in Seller Discretionary Earnings;
>10 Years in Operation
Operate
Long-term Oriented Approach to
Increasing Operational Efficiency and Financial Discipline;
Prioritizing Fulfilling Seller's Wishes Post Transaction
grow
Expanding Market and Product and Long-term Holding of the Company as the Primary Objective
Our Process
Introduction
The current owner will learn about us and our objectives, and we will gain an understanding of the current owner's goals and the company's fundamentals to assess a potential fit.
IOI
If there is a mutual understanding of a potential fit, we will send an indication of interest letter with a proposed price range and deal structure, based on our initial understanding of the opportunity.
Due Diligence
If the IOI is deemed acceptable, we will work with the seller to understand the industry, company, and its day-to-day operations in depth through historical financial performances and site visits.
LOI
With an in-depth understanding of the company and transaction, we will build upon the IOI letter and draft a Letter of Intent for the seller to review until a potential deal structure is agreed upon.
Closing
We will conduct post-LOI due diligence and strive to complete it within the exclusivity period until all closing requirements are met and an Asset (or Stock) Purchase Agreement is executed.
Michelle Cheng, CFA, MBA
Founder, Managing Partner
Michelle is a founder, CEO, and finance professional devoted to empowering people to do their best work. Through her endeavor to buy and operate a small business, she aims to invest in the professional development and personal growth of others and cultivate a positive team culture. Michelle has led and facilitated 40+ IPOs on the New York Stock Exchange and NASDAQ and brings a rare mix of experience in strategy, project management, sales, research, and community building. She also brings more than a decade of track record of supporting families, women, and children. Through her commitment to acquiring a business, she strives to grow its legacy and carry forward the success built by the owner for years to come.
