Executive Overview

The Company is a rare acquisition opportunity in the compliance-driven training sector. With 23,000+ contacts and nearly 5,000 active annual clients, it has a durable base for recurring business. Because the American Heart Association (AHA) requires CPR/First Aid recertification every two years, clients must continually return—creating predictable revenue. This cycle makes the Company both a stable operation and a platform for growth.

The model is lean, high-margin, and customer-focused. Services are delivered onsite, reducing disruption and raising satisfaction. With low overhead and strong brand recognition, the Company is attractive both as a standalone business and as a bolt-on for training, healthcare, or compliance buyers.

Investment Highlights

1. Recurring Revenue
Mandated recertifications ensure customers return. For hospitals, schools, and construction firms, compliance is legally required.

2. Expansive Customer Base
23,000+ contacts and 4,800+ active clients create a strong pipeline for renewals, upsells, and referrals, plus an opportunity to add hybrid courses or safety certifications.

3. Untapped Scalability
Run as a lifestyle business with one subcontractor, the Company is primed for expansion by:

Hiring more instructors.

Expanding into new counties/statewide.

Offering hybrid training.

Securing contracts with corporations and schools.

4. Strong Brand
Operating since 2010, the Company is trusted for professionalism and responsiveness, competing effectively with large firms through personalized service and pricing flexibility.

5. Lean Operations
Mobile service delivery avoids fixed facility costs, keeping margins strong and operations flexible.

Market Dynamics

The $200M+ U.S. CPR/First Aid training market is growing due to OSHA mandates, healthcare turnover, laws requiring student CPR training, and rising public safety awareness. Certificates expire, staff turnover is constant, and oversight is strict—ensuring recurring demand.

Services & Customers

The Company offers AHA-certified programs:

Heartsaver CPR & AED

BLS for Healthcare Providers

First Aid (including pediatric)

Bloodborne Pathogens

Clients span healthcare, schools, childcare, construction, government, and churches. No single customer exceeds 17% of revenue, ensuring diversification.

Growth Opportunities

A motivated buyer can unlock growth through:

Hybrid Training: Blended online + in-person offerings.

Regulatory Shifts: Shorter renewal cycles could double revenue.

Youth Market: High school partnerships.

Geographic Expansion: Growth across California and beyond.

Corporate Contracts: Long-term deals with large employers and districts.

Strategic Acquisition Appeal

The Company is a turnkey, compliance-driven platform ideal for:

Training Providers expanding their share.

Healthcare Firms are adding recurring revenue.

Corporate Safety Providers are broadening OSHA portfolios.

Private Equity seeking scalable platforms.

Conclusion

The Company blends compliance-driven demand, a large customer base, strong brand equity, and lean operations. For a training company, healthcare firm, or strategic acquirer, it offers both stability and a scalable foundation for growth.