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 including 500 corporate commercial clients with multiple invividuals needing certification every 2 years, 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
An expansive repeat customer base, including nearly 5,000 active clients, including approximately 500 corporate entities, creates a strong pipeline for renewals, upsells, and referrals, plus an opportunity to add hybrid courses or safety certifications, such as ACLS
and PALS

3. Untapped Scalability

The Company is primed for expansion by:

Hiring more instructors. (1099 trainers 5 required for Training Center Status)

Expanding into new counties/statewide.

Offering hybrid training such as ACLS / PALS

Securing contracts with corporations and schools. selling and servicing AEDS

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.