Proven. Time tested. De-risked. Trusted.
Endorsed by consumers and professionals for for almost 20 years
Due Diligence
The opportunity to grow and scale SASH’s home sale services is vast. Senior homeowners and their families across the United States have few choices that alleviate the significant stress, work, and expense awaiting them in their home sale journey. SASH’s solution allows clients to relax in their new home with no costs out of pocket, while our expert team manages every detail all the way to closing.
Companies interested in reaching this enormous market by acquiring SASH’s business model are invited to peruse the concise Fast Facts below. This is followed by a summary of the Due Diligence Documents available, and a list of Trade Secrets that SASH has developed and compiled by delivering these services since 2005.
For a wide range of Q & A about how SASH works, our history and values, the size of our market, our secret sauce, and how SASH has proven this business model, we invite you to visit our Home Page. There you’ll find 59 brief informational videos about SASH, organized into categories and answering common questions asked in the due diligence process.
Fast Facts
When was SASH founded?
May 2005.
​
Where was SASH founded?
In the greater Seattle area.
​
How is SASH organized?
SASH, Inc is a C-Corp. organized in the state of Washington.
Where is the company headquarters?
In Kent, Washington. This is a suburb of Seattle within King County.
​
Where does SASH do business?
All across Western Washington, concentrated around the Puget Sound.
​
What is SASH Realty?
SASH Realty, LLC is a full-service real estate brokerage serving buyers and sellers of all ages.
​
When was SASH Realty founded?
December of 2011, over six years after SASH Services was founded.
​
What is the relationship between SASH Inc. and SASH Realty?
SASH Realty, LLC is a wholly owned subsidiary of SASH Inc.
​
How do the two entities work together?
SASH Inc. provides specialized services for seniors and their families; SASH Realty is the real estate brokerage that lists and sells clients’ homes.
Who owns SASH?
SASH is owned by a small handful of individual shareholders The majority shareholder is the founder Rebecca Bomann.
​
Are there any current or ongoing claims, litigation, suits, or investigations into SASH?
None.
​
How many complaints have been filed with the Better Business Bureau about SASH, in the 18 years that SASH has been a BBB Accredited Member?
Zero.
In what year did SASH receive approval from the Washington State Dept of Financial Institutions to become a franchisor of its business model?
In 2013. SASH chose not to sell franchises; leaving the scaling model up to a future acquirer.
​
In what year did SASH launch its own custom software for calculating clients’ home sale options?
In 2021.
​
In what year did SASH submit its custom software to the United States Patent and Trade Office, to be patent pending?
In 2022.
Are SASH Team members available to help scale up SASH as coaches, trainers, administrators, or recruiters?
Yes, this is an option open to consideration.
​
What role does the founder Rebecca Bomann wish to have in the business as it is scaled up?
This is very flexible, open to multiple options for the success of the business model and the team under the direction of the acquirer.
​
What is the best way to initiate a conversation?
Write to: growth@sashservices.com with your interest, contact information, and best time to reach you.
Due Diligence Documents Summary
Due diligence documents available to potential acquirers include but are not limited to the following:
-
Business license, Articles of Incorporation, and Bylaws for SASH Inc
-
SASH Inc General Contractor license and information
-
SASH Inc liability insurance policy
-
Business license and incorporation documents for SASH Realty, LLC
-
SASH Realty WA State Dept of Licensing license and Managing Broker license
-
SASH Realty E & O policy
-
3 years of tax returns
-
Business licenses in multiple cities
-
Employment tax filings
-
Annual sales and transaction numbers
-
Annual gross revenue and EBITDA
-
Annual overhead and expenses
-
Balance sheet with detailed addenda
-
History of audits
-
SASH Team member contracts (including employees and real estate brokers)
-
Trademarks, trade names and registered names
-
Current office lease agreement
-
Description of custom software
-
USPTO patent pending information
-
Domain names owned by SASH
-
And more
​
Trade Secrets
Since 2005, the SASH Team has been serving seniors and their families through the many steps of their home sale. Our immense breadth of field work as a professional elder care provider, and as an innovative, first-to-market real estate company, has resulted in deep domain knowledge that is reflected in our services.
​
This detailed field knowledge accumulated over 18 years through different economic cycles, real estate markets, political cycles, boom times and recessions, with a range of availability of capital, workers, services, and materials. Through iteration in the field and careful application of lessons learned, the risk of the business model decreased every year.
The acquirer of SASH’s business model will gain these trade secrets. In so doing, they will not have to learn them trial-and-error as we did, nor will they have to wait for demonstrable proof that the model works. This is already done. Instead, an acquirer of SASH’s business model can infuse growth plans with our hard-earned deep domain knowledge, shave years off future development timelines, leap ahead of industry competition, and lead this industry nationwide.
Trade secrets include:
-
Training for the use of our custom software and its tools
-
200+ steps involved with our unique home sale services, and specifically the “why” behind each step
-
Detailed administrative checklists
-
Field checklists for the successful delivery of services
-
Contracts and Agreements
-
Communication templates
-
Best practices
-
Instructions for home visits
-
Guidelines for presenting home sale options to potential clients
-
Detailed training for working with Powers of Attorney, Estates, Trusts, clients on hospice, clients with advancing dementia, clients out of the state and country, and more
-
How to build trust and generate referrals from the elder care community
-
Guidelines for working with families and professionals
-
Checks and balances for quality control
-
Recruitment and vetting guidelines to hire people of integrity to join the Team
-
Training modules for field Team members
-
Best practices for managing private money sources to fund transactions
-
Lessons learned that are integrated into business practices and daily operations
-
And much more
For questions or to convey interest, send a confidential inquiry to growth@sashservices.com with your contact information and the best time to reach you.
Contact Us
Confidential inquiries: growth@sashservices.com
Headquarters: 6811 S. 204th St. Suite 395 Kent, WA 98032
3rd Floor of “The Atrium” Building | Centerpoint Office Park
SASH Office: 206-501-4375
SASH Services website: www.sashservices.com
SASH Realty website: www.sashrealty.com