
Why Partner with Balboa Growth
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Reliable Closing – We have committed funds in place, ensuring speed and certainty of close to minimize business disruptions.
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Trusted Partnership – You know your business best, so we partner with you to leverage your expertise to ensure future growth.
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Flexible Terms – We offer custom deal structures and a tailored succession plan for an easy transition.
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Long-Term Commitment – We prioritize lasting customer-first growth to help the business accelerate through its next chapter.
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​Local Ownership – Kassidy is a Southern California-based operator who prioritizes the future of your employees, customers, and legacy.
What Makes Balboa Growth Different


What Balboa Growth Offers
Growth & Expansion
We've combined owner expertise with experienced operators to strengthen customer relationships, improve retention, and expand into new offerings and markets
AI-Powered Operations
We've developed AI-driven customer support tools and implemented large language models to deliver faster, more consistent customer experiences
Innovative Software Solutions
We've migrated legacy software and implemented new tools to streamline internal processes, improve security, and build more reliable operations
Customer-First Design
We've designed products and services around real customer needs, using feedback, testing, and data to shape customer offerings
Our Values
People
First
We prioritize the people who make a business great by empowering them to make decisions, nurturing talent, and aligning on clear goals

Local
Focus
We're committed to maintaining operations in Southern California long-term and giving back to this community for years to come

Legacy
Preservation
Our goal is to protect the legacy of the previous owner and the company they built through a shared transition plan

