Most owners can tell me what they do for their business. Far fewer can tell me what it does for them, what it's worth, or where it fits in their life five years from now. That's the conversation I want to have.
I work with owners and boards to build, buy, grow, and sell their businesses.
When you start, buy, grow, and sell businesses, you have to have access to service providers you trust, or own them. Over the years I've acquired marketing people, software developers, AI strategists, offshore staffing, and financiers who help me grow the businesses I work on.
I bring that team to the owners I work with and help them grow or sell what they've built. We take on a limited number of companies each year that are ready to invest in growth.
What my team and I have built includes Brand OS, the CRO Jungle and Dev Jungle platforms, and the Metis ESG platform. Each line above describes my team's role, not the size of the company.
I don't have a price. Don't assume that because of where you are today you can't get to where you want to go because of a number in a bank account. Every engagement has a number, but that number comes after we understand the business, never before. If you have high potential, a serious work ethic, and real goals, we can find a way to make things work together.
Sometimes, and it's decided company by company. Most of the time I invest my team, my time, and my access. What that looks like on paper is part of the conversation.
David on my team calls you within one business day. He'll ask a few more questions about the business and, if it makes sense, get us in a room together. You can also book a time directly on the next screen.
No, but Utica and the Mohawk Valley come first. I moved home to work with the people here.
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John Esposito, Third Room AdvisoryTestimonial placeholder.
Stephen Turnbull, Make an Impact PodcastTestimonial placeholder.
Local client name, companyTwo questions. David calls within one business day.