Ready to Build Something Real Together

I'm looking to acquire a business that's already doing things right. One where the foundation is solid, the customers are loyal, and the team cares about their work. I'm not here to strip it down for a quick flip. I want to take what you've built, honor it, and prove that it can thrive under someone who values people over spreadsheets. If you're looking for a buyer who will protect what you've created while building something sustainable, let's talk.

Why I'm the Right Buyer

I've spent years in corporate America at PayPal, GEICO, USAA, and American Express. While I learned a lot, I also saw what's broken. The rigid hierarchies, the relentless focus on quarterly profits, the way people become numbers on a spreadsheet. I want to prove that you can run a profitable business without sacrificing the people who make it work. Where employees aren't just resources to be optimized, customer relationships are genuine, and success is measured in years, not quarters.

Resources & Network

Heritage Wealth Capital Associate: Direct access to acquisition financing through Heritage Wealth Capital and their network of private investors, family offices, and alternative capital sources.

Elite Wealth Club Member: Full-cycle support from seasoned acquisition entrepreneurs covering deal sourcing, due diligence, operations, and growth.

Gurtz Group Member: My core team providing hands-on support before, during, and after the acquisition to ensure a successful transition.

Post-Acquisition Support: Access to a network of proven business builders, successful operators, and industry leaders providing guidance on scaling, operations, and long-term growth strategies.

Deal Structure & Approach

Financing: Primary approach is SBA financing. Additional funding available through Heritage Wealth Capital, private investors, and seller financing.

Timeline: Realistic 6-9 month process allowing comprehensive due diligence, legal review, and proper transition planning.

Post-Acquisition: No drastic changes. First 3-6 months focused on learning the business and earning trust. Any growth initiatives will prioritize making work easier and more efficient for employees, not adding to their burden.

Professional Experience

Associate

May 2025 - Current
Heritage Wealth Capital, Remote Az
  • Trained in business acquisitions and investment strategies
  • Conducting market research and due diligence for potential acquisitions
  • Building relationships with business owners and industry professionals
  • Analyzing business valuations and financial performance metrics
  • Corporate Leadership & Operations

    2012 - 2025
    GEICO, USAA, American Express, PayPal
  • Built and led high-performing teams across multiple Fortune 500 companies
  • Managed $147M revenue platform operations with 99.999% reliability
  • Developed cost-reduction strategies while improving operational efficiency
  • Bridged communication between C-suite executives and operational teams
  • Account Management & Client Relations

    2006 - 2012
    GoDaddy, Endurance International, Apple
  • Managed SMB accounts, specializing in escalated customer relationships
  • Built long-term client success strategies focused on retention and growth
  • Full technical background and detailed experience available on LinkedIn

    Business Philosophy

    People Over Profit Margins
    • Pay people fairly because turnover is expensive and demoralizing
    • Invest in employee development, not constant replacement
    • Treat employees like humans, not line items to optimize
    Operational Stability
    • Build systems that work consistently, not just efficiently
    • Use data to make decisions, not to justify cutting corners
    • Improve incrementally without disrupting what already works
    Relationships Matter
    • Loyal customers are more valuable than new acquisition targets
    • Build trust through consistency, not marketing campaigns
    • Reputation can't be faked, it's earned over time
    Long-Term Thinking
    • Growth is good, but not at the expense of quality or culture
    • Reinvest profits into stability, not aggressive expansion
    • Build something that lasts, not something to flip quickly