So far, we’ve generated $500Million for our clients.

Our next goal is to pass $1Billion.

Want to join us?

Add Millions To Your Net Worth. Every Year.

We help high net worth individuals and successful business owners use the momentum they’ve already got in their career to accelerate their wealth through our assistance.

Looking to expand and acquire more. I engaged with Patrick about a month ago and in 30 days, we’ve already gotten 6-7 potential opportunities to acquire some businesses.

— Scott P., North Carolina

Robert has been someone I turned to several years back when I purchased a couple businesses. Everything from front-office to back-office, filings, projects, to billing has been fantastic.

— Anthony H., Chicago

We Will Be With You. Every Step Of The Way.

Our team of self-made 8-figure entrepreneurs and wealth management specialists with hundreds of millions under their belt oversee every single project.

We went from struggling to grow a $3.5 million manufacturing company to co-owning 3 thriving and growing companies grossing over $10 million in 1.5 years.

— Zach F., Boston

I was growing only 10% annually. Then we went to over $13M in 1 year! The team handled everything and helped me negotiate a deal that I would have thought unachievable.

— Chris B., San Francisco

Understanding the Factors of Production When Selling Your Business

When it comes to selling your business, you’ve probably heard advice about revenue, profit, and cash flow. But one area that...

Understanding Discrete Probability Distribution in Business Valuation

When selling your business, you probably think about profit, revenue, and maybe even EBITDA. But one concept that can quietly make...

Liquidity Ratio: Why It Matters When You’re Selling Your Business

When you decide to sell your business, numbers tell a story. Among those numbers, the liquidity ratio speaks volumes about how...