Business Transitions:
A Different Kind of Buyer
What's Next?
For some, the answer is retirement. For others, it may be a desire to slow down, spend more time with family, pursue other interests, or simply reduce the day-to-day responsibilities of running a business. Unfortunately, many owners feel their options are limited to:
Many business owners eventually face the same question.
Sell to Private Equity
Sell to a Search Fund
There is Another Option
Sell to a Competitor
Keep Working Indefinitely
A Different Kind of Buyer
My intention is to acquire and personally lead a well-established business in Southern California for the long term, building on its existing strengths while preserving its people, culture, and legacy. Drawing on more than 25 years of operating and growing companies through both organic growth and acquisitions, I am flexible in my approach, seeking an owner-focused transition that creates lasting value and a win for both sides of the table.
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Selling your business is one of the most important decisions you'll ever make. For many owners, it's about far more than the transaction itself - it's about the people you've built a team with, the customers you've served, and the legacy you've spent years creating.
That's why my approach is different.
I am not a private equity fund looking for a quick exit. I am not a search fund seeking a company to flip after a few years. And I am not a broker representing someone else's interests.
I am an experienced operator who intends to personally own, lead, and grow the business for the long term.
Having built and led companies myself, I understand the responsibility that comes with ownership. I've made difficult decisions, invested in employees, earned customers' trust, and worked to protect a company's reputation. I know that preserving what you've built often matters just as much as achieving a fair purchase price.
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Integrity, creativity, and empathy shape the way I work. These aren't just words—they’re the foundation of everything I build.
For more than 25 years, I have led and grown businesses across a variety of industries, including industrial distribution, manufacturing, technology-enabled services, utility services, consumer products, and home services.
Most recently, I served as CEO and Board Member of RotoCo, the largest group of Roto-Rooter franchises. During my tenure, the company grew from approximately $22 million to $74 million in revenue through a combination of organic growth and acquisitions before completing a successful private equity transaction (the founder’s chosen exit path).
Earlier in my career, I held executive leadership roles in industrial manufacturing and distribution, utility technology services, and consumer products businesses ranging from early-stage growth companies to established market leaders.
Throughout my career, I have built teams, completed acquisitions, integrated businesses, developed leaders, improved operations, and helped organizations grow profitably.
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While I remain open regarding industry, I am generally attracted to businesses with:
Strong reputations
Loyal customers
Recurring or repeat business
Stable cash flow
Dedicated employees
Opportunities for operational improvement and growth
EBITDA of $500k - $2.5M
Industries that often fit this profile include:
Specialty distribution
Business services
Home and commercial services
Light manufacturing
Other “picks and shovels” businesses
More important than the industry itself is the quality of the business and the people behind it.
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No two business owners have the same goals.
Some are ready to retire immediately. Others want to remain involved during a transition or continue contributing for several years. Some prefer a straightforward sale, while others are looking for a gradual succession plan.
I work with owners to find an approach that fits their objectives. That may mean a traditional acquisition, a phased transition, or a period of partnership before ownership changes hands.
My goal is simple: create a transition that works well for you, your employees, your customers, and the business you've worked so hard to build.
Let's Start With A Conversation
If you are considering retirement, succession planning, or simply exploring what your options may be, I would welcome a confidential conversation.
There is no obligation and no pressure.
Sometimes the best first step is simply discussing the possibilities.
