I'm an experienced operator and long-term thinker actively seeking to acquire and lead a small business. With 18 years in financial services on high-performing production teams, 4 years of small business management, and 16 years of successful real estate investment (partnered on 60+ doors currently, 100+ doors exited), I bring a strong track record of execution, leadership, and operational discipline. I’m also the creator of Flywheel Journal.
My search has a primary emphasis on service-based businesses — particularly those with recurring revenue — with annual EBITDA between $400K and $800k. I’m looking for an opportunity to step in as day-to-day operator and continue the legacy of an owner who cares about the future of their company and team.
I am looking to operate, grow, and invest in a company over the long term — ideally 10 to 20 years. I’m not looking to flip. I bring both financial readiness and strategic patience, backed by appropriate capital, banking relationships and a commitment to integrity, transparency, and steady growth. I am able to share proof of funds and financial readiness upon execution of an NDA.
If you're a business owner thinking about succession, or a broker with a quality opportunity, I’d love to connect.