A systematic framework for building a portfolio of high-value service businesses through equity-for-services partnerships.
Acquire established service businesses from Boomer owners who are ready to retire but have no succession plan.
Service businesses 20–60+ years old, owner-operated, with no clear exit strategy.
I take over operations and grow the business; the owner exits via a structured buyout over 10 years.
Interactive prospecting list. Check off businesses as you make contact (saved in this browser).
Jon acquires majority equity over time; the owner exits via a 10-year consulting fee.
Jon takes minority equity; the owner stays involved.
Jon takes over operations first; equity transfers over 3–5 years.
| Term | Standard |
|---|---|
| Valuation | Revenue (0.5–2x) or EBITDA (3–5x) |
| Vesting | 4-year vesting with 1-year cliff |
| Control | Advisory <20% · Board seat 20–49% · Full 50%+ |
| Exit rights | Right of first refusal, tag-along, drag-along |
Direct ownership recorded in the operating agreement.
A percentage of profits for 3–5 years. No equity.
Project-based partnership for specific goals.
Subject Quick question about [Business Name]
Subject Growing [Business Name]: idea for you
Four weeks from research to signed LOI.
| Business | Owner | Category | Years | Date added | Status |
|---|
Prospects are saved in this browser only.
Always formalize the equity transfer in writing before starting work.
Vesting protects both parties if things don't work out early on.
Always get compensation, whether cash, equity or a hybrid.
Clearly define what “success” looks like to avoid later disputes.
Define how you can be bought out or how the business can be sold.
Subject Thinking of you, Dennis
Subject AnnRuel — protecting a 45-year legacy
Subject Quinn Agency — a plan for the next 60 years
Subject Adams Real Estate — your next chapter
Subject Frost Septic — protecting 60 years of work
Subject Houle's — 85 years and counting


Let's talk about protecting what you've built.