A monthly bookkeeping firm serving 84 small-business clients on recurring contracts. Team leads manage delivery, and the founder handles onboarding and quarterly reviews.
Brand Design Agency — Retainers Generate 45% of Sales
Clearpath Design Studio
Representative photograph · not an actual listingAbout the business
A design practice focused on hospitality and independent retail brands. Retainers account for 45% of sales; two senior designers own project delivery and quality control. All figures describe an invented operating scenario; no real company, customer accounts or property is offered for sale.
Operations & owner involvement
Owner-operated. The fictional owner participates in customer relationships, purchasing and weekly scheduling. Reported SDE includes owner compensation; replacement management is modeled separately.
Team
6 fictional team members support this operation. The owner’s participation is reflected in SDE; a replacement-manager adjustment is included in our financing illustration.
Included assets & inventory
Brand assets, portfolio rights, workstations and project-management templates. Ordinary operating supplies are included in the asking price. No additional inventory payment is modeled.
Why this business stands out
An established local reputation supports repeat business. A focused service offering and manageable footprint make day-to-day operations easy to understand. Supplier relationships are diversified across multiple sources.
Growth opportunities
Create an ongoing design subscription and expand regional referral partners.
Reason for sale
The fictional founder is relocating and prefers to transition the operation to a buyer who can focus on its next chapter.
Fictional seller notes
“The team knows the day-to-day. Bring a plan for the next five years. My fictional accountant says “add-back” is not a synonym for “anything you wish had not happened.””
Morgan Bennett (fictional)
A few more possibilities.
A managed-service provider supporting 96 commercial clients with multi-year agreements. A technical director leads service delivery, with standardized security and remote-monitoring processes.
A digital print and signage shop serving local institutions and small retailers. Short-run jobs and installation projects balance the calendar; the owner estimates larger accounts.


