Franklin, Massachusetts

Helping small business owners find the right next chapter.

OSM Holdings acquires established service businesses in MetroWest Massachusetts — and invests in making them grow.

$300K+
Minimum annual revenue
30–90
Days from intro to close
5+
Years in business preferred
MetroWest
MA focus area

We are local operators — not a distant fund. We care about your employees, your customers, and your legacy.

Why owners choose us

We buy businesses,
not just assets.

Most buyers see a spreadsheet. We see the years of work you've put in — and we honor that with a process that's honest, respectful, and built around what matters to you.

Employees come first

Your team is part of what makes the business worth buying. We work hard to retain them.

Truly local

We're based in Franklin, MA. We know MetroWest and are invested in keeping businesses here.

Growth-focused

We bring modern tools and expertise to help businesses grow beyond where they are today.

Simple process

No games, no lowball offers. We move quickly and communicate clearly from first call to close.

"The best outcome for a retiring owner isn't just a check — it's knowing the business they built will be in good hands."
Derek & Jennifer — Co-founders, OSM Holdings
  • No pressure, no obligation on first conversation
  • Flexible deal structures including seller financing
  • Transition support tailored to your timeline
  • Confidential process — your employees and customers don't need to know until you're ready
Our process

From first conversation
to closing day.

Most owners are through the process in 60–90 days. We keep disruption minimal.

01
Week 1

Intro call

A relaxed 30-minute conversation. No paperwork, no pressure. Just getting to know each other.

02
Weeks 1–2

Preliminary review

We review basic financials and ask a few questions. You'll have a preliminary offer within two weeks.

03
Week 2–3

Letter of intent

Our offer in writing — clear terms, price, structure, and timeline. No surprises.

04
30 days

Due diligence

A focused, efficient review. We work around your schedule and keep disruption to a minimum.

05
Close

Transition

We close and work side-by-side with you on a handoff plan that works for everyone involved.

Typical timeline: 60–90 days from first call to close. We move at your pace.

Industries we focus on

Established service businesses
with loyal customers.

We look for businesses with reliable revenue and room to grow with better systems and technology.

📋

Accounting & bookkeeping

Owner-operated firms with recurring client relationships

🔧

HVAC & contractors

Established trade businesses with repeat residential or commercial customers

🏥

Medical & dental billing

Billing and practice management services with stable provider relationships

📄

Insurance agencies

Independent agencies with established books of business

👥

Staffing firms

Regional staffing and temp agencies serving local employers

🖼

Printing & signage

Commercial print shops with loyal business customers

🏠

Property management

Commercial and residential property management companies

🚀

Field service businesses

Service companies with recurring routes and repeat customers

What we look for

Our acquisition criteria

Financial profile

Annual revenue$300K – $2M
Years in business5+ years preferred
Revenue trendStable or growing
Deal structureFlexible — incl. earnouts

Business profile

GeographyMetroWest Massachusetts
Business typeService businesses
Owner situationRetirement or transition
Customer baseRecurring or repeat preferred
The team

Who you'll be talking to.

OSM Holdings is led by two local operators with backgrounds in consulting and business optimization. When you reach out, you talk directly to us — not a middleman.

D

Derek

Co-founder

Business consultant and operator focused on identifying and growing established businesses in MetroWest Massachusetts.

Franklin, MA
J

Jennifer

Co-founder

Experienced consultant with deep expertise in operations, organizational development, and business strategy.

Franklin, MA
Get in touch

Ready to explore a conversation?

No pressure, no obligation. Just an honest conversation about what's next for your business. Most owners are glad they made the call.

🔒  Your information is kept strictly confidential. We will never share your details without your consent.

Something went wrong sending your message. Please try again, or email us directly at hello@osmholdingsllc.com.

Message received.

Thanks for reaching out. Derek or Jennifer will be in touch within one business day.

Franklin, Massachusetts
Typically respond within 24 hours