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 in an eight-figure exit
- 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 in an eight-figure exit. 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.