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—PayPal, GEICO, USAA, American Express—and 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 watched good employees burn out, saw customers treated like transactions, and realized that "growth at all costs" often means cutting corners on the things that actually matter.
I know I can do better. That's not arrogance—it's a goal. I want to prove that you can run a profitable business without sacrificing the people who make it work. I want to build something where employees aren't just resources to be optimized, where customer relationships are genuine, and where success is measured in years, not quarters. I'm ready to put my money and my time behind that belief.
Resources & Network
Heritage Wealth Capital Associate: Trained in business acquisitions and investment strategies. Part of a firm with over a century of combined expertise in wealth management, business valuation, and exit strategies.
Elite Wealth Club Member: Access to a network of investors, business owners, and financial professionals focused on sustainable wealth building and strategic acquisitions.
Post-Acquisition Support: Access to experienced professionals who can step in as needed—whether that's standardizing operations, building growth systems, creating SOPs, securing additional funding, or anything else a growing business might require. This network is available to help ensure smooth transitions and long-term success.
Deal Structure & Approach
Financing: Primary approach is SBA financing—our acquisition criteria is specifically structured to meet SBA requirements. Additional funding options available through Heritage Wealth Capital, private investor group, and seller financing arrangements.
Timeline: Realistic 6-9 month process from initial discussions to close. This allows for comprehensive due diligence, legal review, SBA financing process, and proper transition planning—no shortcuts on the details that matter.
Post-Acquisition: First 3-6 months, zero changes. My job is to learn the business and earn trust. Future improvements focus on making jobs easier, not reorganizing what already works.
Professional Experience
Business Philosophy
People Over Profit Margins
- Pay people fairly—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