You Built Something Real. Let's See How Far It Can Go.
If you own a local service business doing under $10M in revenue — and you know it’s capable of more than it’s currently doing — I want to hear from you.
I’m not a broker. I’m not a private equity firm. I’m an operator who’s been where you are, made the exit, and now invests my time, capital, and systems expertise into businesses with real potential.
This Isn't a Typical Deal. Here's What I Actually Do.
Most business owners who talk to investors come away feeling like a number on a spreadsheet. That’s not this.
I partner with service business owners who have real revenue, real customers, and a real gap between where they are and where they could be. The gap is usually some combination of: no marketing infrastructure, no systems or automations, no AI leverage, no clear path to scale.
I bring all of that. Along with capital, if the deal is right. And a direct line to everything I learned building and selling my own company.
What I Bring to the Table
- Operational expertise: Built and sold an e-learning company to PE for ~$80M
- Marketing engine build: Demand gen, brand, digital — from zero to running
- AI & automation implementation: N8N, Airtable, Vapi, custom hiring bots, workflow automation
- Systems architecture: Processes that scale without adding headcount proportionally
- Network: Active in EO International and Post Exit Founders — premium deal flow and advisors
- Exit readiness: If you want to sell in 24–36 months, I know exactly what PE looks for
The Businesses I'm Looking For
I have a specific profile in mind. If your business matches most of these, we should talk:
✅ GOOD FIT
Revenue: $500K – $10M annually
Industry: Local service-based (HVAC, plumbing, pest control, landscaping, med spa, cleaning, restoration, etc.)
Marketing: Little to none — mostly referrals/word of mouth
Systems: Manual, tribal knowledge, no real automation
Owner: Operator-led, involved in day-to-day
Exit: Optionally open to exit in 24–36 months (not required)
❌ NOT THE RIGHT FIT
Pre-revenue or idea-stage businesses
Businesses already well-optimized with strong marketing
SaaS, tech products, or non-service businesses
Owners not open to change or outside input
Businesses in distress without clear revenue fundamentals
Anyone looking for a silent check with no involvement
The Partnership Journey — What Happens After You Apply
No mystery. Here’s exactly what the process looks like from the moment you fill out the form:
STEP 1
You Fill Out the Application
Takes about 5 minutes. Tell me about your business, your revenue, and what’s holding you back. No fluff required.
STEP 2
I Review It Personally
I read every application myself. If there’s a potential fit, I’ll reach out within 5 business days to schedule an intro call.
STEP 3
Discovery Call (30 min)
No pitch, no pressure. Just a real conversation about your business, where you want it to go, and whether I’m the right person to help you get there.
STEP 4
Diagnostic Assessment
If there’s mutual interest, we run a lightweight diagnostic to identify the real gaps — marketing, systems, AI leverage, exit readiness.
STEP 5
Partnership Proposal
I put together a clear structure: what I invest (time, capital, expertise), what we’re building toward, and what you can expect. You decide.
STEP 6
We Get to Work
Once aligned, implementation starts immediately. No onboarding theater. Real systems, real results.
On the Exit Question
- A potential exit in 24–36 months is NOT a requirement for this partnership.
- If you want to scale and hold, that works. If you want to build toward a sale, I know exactly
- what private equity looks for — because I’ve been on the other side of that table.
- Either way, better systems and a real marketing engine make your business more valuable.
- That’s the goal regardless of what you decide to do with it.
Why Listen to Me on This?
I sold my own company — an e-learning business — to private equity for approximately $80 million. I’m an active member of Entrepreneurs’ Organization International and Post Exit Founders. I’ve had the conversations you’re thinking about having. I’ve been in the room where those deals get made.
That’s not a credential I lead with to impress you. It’s context so you know I’m not guessing.