An opportunity to develop a portfolio of service companies using shared AI technology and experienced operators. The strategy combines acquisitions and new business launches with automation intended to improve service delivery and operational efficiency.
The planned portfolio spans marketing, content, accounting, M&A advisory and AI consulting. This opportunity may appeal to a strategic buyer, entrepreneur or operating partner seeking to support its next stage of growth. Ownership terms remain negotiable, and proposed acquisitions and expansion plans are subject to execution.
Acquisition strategy targeting businesses owned by founders
Focus on companies with recurring revenue and established client relationships
Shared technology supporting CRM, sales, finance, operations and reporting
Human oversight of AI workflows and automation
Potential revenue from retainers, managed services and implementation projects
Opportunities to introduce complementary services to existing clients
Shared expertise and delivery resources across the planned portfolio
Asking Price
Revenue
Cash Flow
Business Type
Revenue
Adjusted gross earnings after removing pass-through costs and media spend—reflecting true revenue generated by the business.
EBITDA
Earnings Before Interest, Taxes, Depreciation, and Amortization—an indicator of the business's profitability.
Multiple
The EBITDA multiple used to determine the business's valuation. Calculated as Sale Price ÷ EBITDA.
Employees
Number of full-time (FT) and part-time (PT) employees currently working in the business.
Weekly Hours
Transition Time
Resides In
New Ventures
1. Strategy & Valuation
We assess your business, normalize financials, and define an optimal exit strategy.
2. Positioning & Preparation
We craft clear messaging and materials that highlight value drivers and growth potential.
3. Buyer Targeting & Outreach
We identify and directly contact strategic and financial buyers who are a strong fit.
4. Offers & Negotiation
We manage interest, evaluate offers, and negotiate terms on your behalf.
5. Execution & Close
We guide the deal through diligence, documentation, and closing.
1. Define Your Thesis
We clarify your acquisition criteria, budget, and growth goals.
2. Build the Target Universe
We identify founder-led businesses aligned with your strategy.
3. Direct Owner Outreach
We initiate confidential conversations with owners.
4. Evaluate & Negotiate
We support valuation, deal structure, and negotiation.
5. Close & Transition
We assist through diligence and closing to ensure a smooth transition.

Modern M&A advisory for founder-led
businesses, buyers, and investors.