What I am looking for
-
The Business
- Located in Houston, Dallas, or Chicago; open to Atlanta or Los Angeles- Low customer concentration; no reliance on a single client
- 10+ years of consistent operating history
- Strong team in place with limited dependency on the current owner for daily execution
-
The Industry
- Primarily B2B (open to B2C) services with recurring or relationship-based revenue- Industries with hard-to-replicate processes or long-term clients
- Avoiding retail, restaurants, gas stations, e-commerce, and CBD
-
The Financials
- Annual cash flow of $500K to $2M- Prefer service-driven models with recurring or repeatable revenue
- Margin profile of 20%+
Growth opportunities I’m excited about
I’m looking for companies that have a strong foundation and untapped potential. My goal is to build on what’s already working. I’m particularly excited about opportunities to:
Professionalize operations through SOPs, metrics, and team accountability
Structure B2B sales processes to deepen customer relationships and drive repeat business
Uplift teams through leadership development, role clarity, and retention strategies
Modernize marketing and branding with a clean digital presence and better local visibility
Expand geographically or add new service lines where the brand and model can travel
Strengthen the customer experience through consistent service and follow-up