Thirty years of work, grouped four ways. Some of these I built. Some I bought into, advised, or helped somebody else get across the line. A few of them broke, and I learned more from those than from the wins.
01 GROWTH
- Helped close a ~$30M private equity recapitalization for a global franchise system
- Expanded a tech-enabled wellness system to 15 locations in 12 months
- Transformed a local financial services firm into a national player with 30+ territories via licensing
- Expanded cash-based revenue streams and 30-mile market reach for a family medical practice
02 INNOVATION
- Transformed a small wealth advisory into a national firm, securing major 401k and M&A opportunities
- Prepared a family-owned flooring company for acquisition by installing a predictable customer attraction system
- Turned around distressed F&B assets into a profitable multi-location franchise system (The Smoothie Shop)
- Co-founded and scaled Enhanced Marketing Solutions (EMS) to $3M ARR, driving hundreds of millions in land, trophy property, and auction sales in the US and Latin America
03 TECH
- Helped develop and bring to market an enterprise metaverse virtual conference platform during the pandemic
- Built scalable customer acquisition frameworks for franchisors
- Currently implementing AI solutions across various industries to increase output and decrease costs
- Currently implementing automated systems to help companies save time and money
04 INVESTING
- Angel investor in 30+ companies and startups since 2014
- Board and advisory roles
- Acquired The Smoothie Shop franchise system in 2018
05 SOBRIETY + PERSONAL TRANSFORMATION
- Quit drinking alcohol and a ton of hard drugs in my late twenties. It was not trendy, and I was not "sober curious." I needed to not die or go to prison. Today I mentor a handful of people in recovery on my own time.
- Built a personal framework from recovery that I now apply directly to business: show up, be accountable, have a plan.
- Enrolled at K2L Martial Arts because my son wanted to learn how to fight. Turns out it gave me a lot more than that.
- Train in martial arts three to four times a week. I'm a first-degree black belt in Taekwondo.
- Lifetime skater who still hits the board a couple times a week.
Hear from the people behind some of this work, or read how I got here.