About Us

Why the unique approach?
In my first search to acquire a business, I quickly realized how difficult it was for buyers and sellers to connect. The market for small businesses is opaque at best. Buyers may have difficulty determining a fair market value for their businesses, maintaining a confidential sale, and finding the right buyer willing and able to complete the sale. Buyers must make complicated financial decisions with very little information while navigating the bevy of professionals and consultants involved in the transaction. Needless to say, it's complicated.

Rather than take the traditional route of looking through businesses for sale online, I thought it would be easier to make attempts to connect with potential sellers directly. Then, I could approach them with complete transparency while aspiring to complete a truly mutually beneficial transaction.

I also thought, if I were a seller, what would I want if I were selling my business?
I would want two things primarily:

1) A fair price for my business that allowed me to retire.
For the most part, the price is subject to macroeconomic conditions. Multiples for businesses are relatively finite in the small business space. Generally, most companies valued at less than $6M sell for 2-6 times their Net Income (NI). The smaller the business, the lower the multiple. The more absentee the owner, the higher the multiple.

2) Knowing the business I spent a lifetime building would carry on.
Many new owners grab the reigns and assume they can operate the business better than the previous owner, so they start changing things immediately. Unfortunately, as they change things, they strip the company of the character that made it unique and inadvertently strip away the prior owner's legacy. Sometimes, they even strip away the profitability. My approach is different. If the business has been solid and steady for years, why fix what isn't broken? If the brand is strong, why re-brand? If customer service is a significant expense but also a competitive advantage, why reduce customer service expenses? Those are just a couple of examples, but they illustrate the concept. Making incremental changes is a better approach. Focusing on maintaining the essence of the business and what makes it successful are paramount. One of the primary benefits of this approach is that I can preserve the legacy of the prior owner, embrace it, and share it with employees, suppliers, and customers.

The Team
The team consists of a principal investor, their business advisors, and the principal's support team. The support team includes an attorney specializing in mergers & acquisitions (M&A) and real estate. A professional business broker who is a Certified Business Intermediary (CBI), Certified Business Broker (CBB), Certified M&A Professional (CM&AP), real estate agent, and his staff. And last but not least, a CPA firm with experience assisting all types of businesses in taxes, audits, and general consulting.

The Principal Investor
I grew up in a poor household in South-East Los Angeles County. I've been working since I was 15 and have always engaged in an entrepreneurial endeavor of some ilk along with my day job. In my teens and early twenties, I restored and sold over 20 classic cars, and I still own one of them today.

I worked one day job, one part-time job, and designed websites throughout college. I graduated college with a B.S. in Accounting and a B.S. in Finance, Real Estate, and Law. I attained minors in both Investment Management and Corporate Finance in my finance coursework. I also took an honors course in investment management. A few years later, I also went on to get an M.S. in Management. I am the first person in my family to get a college degree and the first in my extended family to receive a master's degree. During high school and college, I was a stable employee and only had a few jobs: I worked at a pet store, delivered pizzas, delivered exotic cars to journalists, and did HVAC and plumbing work on the side for 13 years.

After college, I started working in the finance department of a transportation company as a financial analyst. I spent ten years there and eventually managed a team of 6-12 analysts through all corporate finance functions of the company. I managed budgets exceeding $500M and long-term financial planning efforts exceeding $20B+ in expense projections. I found an opportunity to bolster my accounting skills when a local police and fire dispatch agency offered me an Accounting and Finance Manager position. There I had the chance to attain hands-on experience in all accounting functions, AP, AR, cash management, payroll, and all finance functions. While there, I received an offer from a very large transit company and couldn't pass up the opportunity. I managed $500M Capital and $1.5B+ O&M budgets, long-term financial planning, and other finance areas at the new transit company.

While working my professional jobs, I have remained a serial entrepreneur and continue to educate myself. I've read and re-read over 225 books on management, science, real estate, entrepreneurship, science, and other areas. In addition, I attained a Data Science Certificate from MIT Extension and have completed dozens of online business-related courses. After years of saving, I acquired my first rental property, started an automotive blog and a resume review website, and my wife & I started a pet-related product brand that includes a children's book, puzzles, stickers, plush toys, and apparel.

Moving deeper into real estate and business acquisitions is the next stage of my entrepreneurial journey. Real estate investing and business acquisitions are my biggest passions. My primary focus is business acquisitions, which will help me achieve my long-term goals. I've created this platform to connect with retiring business owners like yourself to help them achieve their goals.

Call, text, or email me today to connect and see how I can help you!