Rachel Iverson
Bayside Marine Supply · Wholesale Distribution · AK
Status
In Progress
Assigned Advisor
Derek Ahn
Last Login
2 mo ago
Current Valuation
$4.8M
Business Snapshot
Business Name
Bayside Marine Supply
Industry
Wholesale Distribution
State
AK
Years in Operation
14
Revenue Range
$3M - $5M
Employees
18
Ownership Structure
S-Corp
Asking Price Expectation
$4.5M - $5.5M
Personal Snapshot
Owner Name
Rachel Iverson
Post-Exit Goals
Reinvest in a smaller operation
Exit Timeline
1-3 yrs
Key Concerns
Customer concentration, aging ERP, no formal SOPs.
Notes
Derek AhnApr 25, 2026
Onsite visit completed. Owner is motivated. Main blocker is customer concentration with Alaskan Lines Ferry Co.
Derek AhnApr 25, 2026
Connected Rachel with CPA for normalized EBITDA workshop. Scheduled for next month.
Assigned Advisor
Derek Ahn
Senior Advisor
derek@wmfirm.com
Activity
Generated full client export PDF
Marsha Linton · Jun 28, 2026
Shipping_SOP_v1.docx (v1)
Marsha Linton · Jun 27, 2026
Bayside_OperatingAgreement.pdf (v2)
Marsha Linton · Jun 27, 2026
Bayside_BalanceSheet_FY2024.pdf (v1)
Marsha Linton · Jun 27, 2026
Bayside_P&L_FY2024.pdf (v1)
Marsha Linton · Jun 27, 2026
AIAIO Art Generator Dashboard.png (v1)
Marsha Linton · Jun 27, 2026
AIAIO Art Generator Dashboard.png (v1)
Marsha Linton · Jun 27, 2026
Generated full client export PDF
Marsha Linton · Jun 27, 2026
Shipping_SOP_v1.docx (v1)
Marsha Linton · Jun 27, 2026
Shipping_SOP_v1.docx (v1)
Marsha Linton · Jun 27, 2026
Bayside_OperatingAgreement.pdf (v2)
Marsha Linton · Jun 27, 2026
Bayside_OperatingAgreement.pdf (v2)
Marsha Linton · Jun 27, 2026
Bayside_BalanceSheet_FY2024.pdf (v1)
Marsha Linton · Jun 27, 2026
Bayside_BalanceSheet_FY2024.pdf (v1)
Marsha Linton · Jun 27, 2026
Bayside_P&L_FY2024.pdf (v1)
Marsha Linton · Jun 27, 2026