Private Equity & Advisory · 2026

Service Offerings

Helping new money build old money wealth.

We help business owners buy, grow, and exit through acquisitions — then arrange the capital and wealth strategy to turn that success into wealth that compounds for generations. From acquisition strategy to deal execution to trust structures and wealth management, we work alongside you to build the full picture.

Our Clients Core Advisory How Engagements Grow Supporting Services The Big Picture

Our Clients

Who we work with

The Profile

Owner-operators with real revenue

Business owners doing $250K+ per year who are growth-minded, investment-oriented, and building long-term family wealth.

Where They're Going

$1M to $3M to $10M+

Using acquisitions, smart capital deployment, and strategic exits to compress their timeline.

What They Want

Ownership, freedom, legacy

Financial freedom, ownership, a legacy for their family — not just a bigger business, but a real wealth-building engine.

Core Advisory

Growth Through Acquisitions

Our flagship service. We help established business owners determine whether acquisitions make sense for their growth strategy — and for those ready to move, we guide them all the way through finding, evaluating, financing, and closing deals.

Every engagement starts with one question: what's the best way to grow your business?

Diagnostic · Entry Offer

Acquisition Diagnostic

Acquisition Readiness Assessment

“Is acquisition the right growth strategy for my business right now?”

What this is

A focused diagnostic session and written report. We evaluate your current business, your goals, and your capacity — and we give you a straight answer on whether growth through acquisition is the right move for you at this stage. No pressure to go further. Just clarity.

What you receive

In-depth business and growth discovery session
Acquisition readiness assessment (capacity, financing, timing)
Go / wait / alternative growth recommendation
Preliminary acquisition thesis (if applicable)
Written summary and next-step roadmap

How we help

A clear buy vs. build decision — is acquisition the right growth lever for your business right now
A sample target profile showing what a real acquisition target in your space looks like
A straight answer on the capital, timeline, and risk a first acquisition would actually require for you

FormatSingle engagement · 1–2 sessions

Best forOwners curious about acquisitions but not yet committed

Strategy · Core Offer

Buy-Side Advisory

Buy Side Concierge

“Whether you're building your acquisition strategy from scratch or already have a deal in hand, get the plan and the guidance to move on it.”

What this is

A 60-day advisory engagement scoped to where you actually are. If you're still shaping your strategy, we build your acquisition thesis, target profile, and roadmap. If you already have a specific deal in front of you, we work that deal directly — structure, financing, and the path to close. Same engagement, same price, matched to your starting point.

What you receive

If you're still shaping your strategy

Growth-through-acquisition assessment
Acquisition thesis and strategic rationale
Ideal target company profile
Deal size, valuation, and geography criteria
Acquisition economics and return modeling
Initial target list

If you already have a deal

Deal structure recommendation — SBA, seller financing, or a blend
Financial and due diligence review of the target
Financing strategy and lender preparation
Closing coordination and next-step guidance
Strategic acquisition list — complementary businesses that support your holding company and this deal

Included either way

Acquisition roadmap and deal evaluation framework
Weekly strategy sessions (60 days)

How we help

A named target list — real companies matched to your specific buy box, not a generic industry list
Your acquisition playbook — outreach scripts, financing options, and a step-by-step plan for your first deal
Access to our shared deal network — if a seller in our pipeline fits your thesis, you hear about it first

Duration60 days

Best forOwners who want a complete strategy and tailored guidance through the acquisition process

Advisory

Acquisition Holding Company

Ongoing deal advisory

“Help me actively pursue and evaluate acquisition opportunities.”

What this is

Our core advisory engagement. Everything in the Strategy package, plus active advisory as you pursue real deals. We help you find targets, evaluate opportunities, structure transactions, navigate financing, and prepare for due diligence. This is where serious deal flow begins.

What you receive

Everything in the Buy Side Concierge
Ongoing acquisition advisory (12 months)
Target sourcing and research
Deal screening and opportunity evaluation
Financial analysis and valuation
LOI strategy and preparation
Seller conversation coaching
Financing strategy and lender preparation
Due diligence guidance
Deal structuring
Access to our acquisition network
Bi-weekly or monthly deal meetings

How we help

We work your target list directly — weekly call activity, not just coaching, with a scorecard of dials made and sellers engaged
At least one live seller conversation opened on your behalf within the first 30 days
Full access to our cross-client sourcing network — deals our other clients pass on get routed to you if they fit
Financing, LOI, and deal structuring support the moment a real opportunity surfaces

Duration12 months

Best forOwners ready to actively pursue acquisitions

Partnership · Long-Term Engagement

Growth Through Acquisition Partnership

Acquisition Partnership

“Make acquisitions a core part of how we grow — long-term.”

What this is

A long-term, indefinite partnership for established operators who want to build acquisitions into the core of how they grow. We work alongside your leadership team as your external acquisition department — strategy, sourcing, evaluation, financing, deal execution, and integration planning. Selective. Ongoing. Built for operators who are committed to compounding growth through M&A.

What you receive

Full acquisition strategy and 3–5 year growth plan
Industry consolidation analysis
Proprietary target universe (built for your thesis)
Direct owner outreach and broker relationships
Full deal evaluation, valuation, and structuring
Synergy and financial analysis
Capital strategy (SBA, debt, seller financing, equity)
LOI, negotiation, and due diligence support
Closing coordination
Post-acquisition integration planning
Ongoing financial reporting and growth strategy

How we help

We function as your external acquisition department — ongoing sourcing, evaluation, and outreach across your full target universe, not a single search
Continuous cross-client deal flow — every relevant opportunity across our full client and partner network gets routed to you first
Integration and capital strategy support post-close, plus wealth architecture planning so each acquisition compounds into your long-term structure

DurationOngoing · Indefinite partnership

Best forOperators making acquisitions a core pillar of their growth

The Path

How clients typically move through our work

Every engagement is sized to where you are. We start where it makes sense and grow together.

Step One

Diagnostic

Curious about acquisitions — get clarity before committing.

Step Two

Strategy

Ready to build — create your complete acquisition playbook.

Step Three

Advisory

Ready to pursue — actively working deals alongside us.

Step Four

Partnership

Committed long-term — acquisitions become your core growth engine.

Supporting Services

The full capital ecosystem

Our advisory doesn't stop at the deal. We help business owners and their families build the full wealth architecture — the holding structures, generational planning, and capital strategy that turn one successful acquisition into lasting family wealth.

Business Funding Solutions

We source and structure the capital you need — for acquisitions, operations, or growth — across a range of lender relationships and financing vehicles.

SBA 7(a) and 504 loans
Conventional business loans and term debt
Working capital and bridge financing
Seller financing structure and negotiation
Equity and capital partner introductions

Wealth Advisory

Buying and growing the business is only half the outcome. The moment you're a client — whether that's the business you already run, or the first one we help you acquire — we put a treasury strategy in place so the capital it produces starts compounding immediately. From there, we build the full wealth architecture around your family: the trust, holding structures, and tax strategy that carry that growth across generations.

Treasury account setup — an immediate strategy for your business's operating capital, income-producing and available from day one
Holding company and trust structuring
Generational capital, estate, and tax strategy
High-net-worth family wealth planning
Indexed Universal Life (IUL) and infinite banking — as one tool within your broader structure
Annuities and income solutions

AI Implementation Services

Practical AI integration for business owners — not theory, but real systems that reduce headcount costs, automate operations, and create competitive advantages in your acquired companies.

AI workflow audit and opportunity mapping
Automation implementation (sales, ops, admin)
Lead generation and outreach systems
Post-acquisition AI integration
Ongoing optimization and support

Bookkeeping & Financial Systems

Clean books aren't just compliance — they're the foundation for every deal you'll ever do. We help owners build the financial infrastructure that supports growth and maximizes exit value.

Monthly bookkeeping and reconciliation
Financial reporting and dashboard setup
Pre-acquisition and pre-exit financial cleanup
P&L normalization for deal readiness
Holding company and multi-entity accounting

The Big Picture

How it all connects

The most successful clients don't just make one acquisition — they build a repeating cycle that compounds wealth across time. Here's the framework we use to think about long-term wealth building.

The Wealth Architecture Cycle — the same capital does more work every time it completes the loop.

Buy & Grow

Acquire cash-flowing businesses. Add value through operations, systems, and strategy. Grow revenue and EBITDA.

Exit

Complete a well-structured exit — at the right time, at the right multiple — through our M&A advisory.

Allocate

Route proceeds into your Wealth HoldCo and Trust — IULs, private lending, passive assets, and capital reserves.

Compound

Use the compounding capital to fund the next acquisition. The flywheel accelerates with every cycle.

See the full Wealth Architecture map

Ready to talk about what this looks like for your business?

Most conversations start the same way — we listen to where you are, where you want to go, and what's standing in between. From there we tell you what we think the right path looks like. No commitment required to have that conversation.

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