I am an experienced business operator backed by a trusted circle of investors. My absolute and singular focus is to acquire, step into, and lead just one exceptional business full-time.
Standard corporate acquirers and private equity platforms frequently view organizations purely through financial spreadsheets. They optimize for quick returns from remote offices, relying on short-term efficiency plays rather than deep operational stability.
"When scale is forced, legacy gets diluted and localized cultures disappear."
Valley Rise stands as an intentional counterweight to that style. I believe growth must be rooted locally—built around everyday stability, safeguarding existing teams, and carrying forward established values carefully.
Your brand footprint stays local and intact, managed by a passionate young entrepreneur who wants to maintain your legacy.
Fully aligned financial backing designed to ensure transaction speed, and offering execution stability.
Growing up in northern Wisconsin, I spent my early years watching family-owned businesses run on hard work, direct community accountability, and relentless problem-solving. Those early experiences taught me a fundamental lesson: great businesses aren't built on spreadsheets, they're built on people, trust, and showing up every single day.
Over the past decade, I carried those lessons into corporate general management, taking on full P&L accountability for multi-million dollar business lines. Leading large cross-functional teams trained me in the hard reality of real-world operations: how to fix broken supply chains, grow revenue through sales & marketing, empower frontline teams, and navigate messy situations when things don't go according to plan.
While large corporate brands provided a masterclass in operational discipline, my true passion lies in hands-on ownership. Small businesses are the engine of our economy, and I am excited to pour my energy into building upon a legacy someone else spent decades creating.
Today, my wife, our young daughter, and I are based in Ohio. We aren't looking to manage a portfolio from afar. When we find the right business, our family will relocate directly to your local community so I can step into the day-to-day operations full-time, protect your team, and lead the company into its next phase of growth.
We maintain clean, objective investment targets to ensure absolute operational clarity throughout a transaction.
We target businesses demonstrating a clear track record of historical profitability, clean books, and consistently stable profit margins.
Highly predictable models built around contractually recurring revenue streams and strong customer retention.
Defensible localized niches possessing a strong, visible brand reputation and a deeply loyal, diversified customer base.
Unlike rigid, structural corporate private equity, our timelines adapt completely around your family's priorities. Use the component below to preview our transitional alignment framework.
Engineered for owners desiring immediate retirement or freedom to pursue other ventures. We execute structured due dilligence and immediately move into the operator role to let you exit completely with minimal overlap.
Every owner's departure requires personal orchestration. We keep operations straightforward and transparent.
A low-pressure, alignment call to exchange values, share goals, and establish if there is a fundamental cultural fit between your company and my experience.
Whether you require an efficient transition over a few months or a structured phase-out stretching across several years, we customize a plan completely around your family's timeline.
We work together directly without distracting your current employees or introducing operational bottlenecks into your daily workflow. We don't want to distrupt what is already working so well!
I integrate directly as full-time operator, unlocking your freedom to transition fully into retirement or strategic advisory roles.
Unlike a traditional private equity firm that manages dozens of companies with a team of financial analysts, I am an individual entrepreneur backed by experienced institutional investors. I am looking to buy one great business and dedicate 100% of my time to running it day-to-day as CEO. I focus on long-term sustainability rather than quick financial engineering.
Absolutely. Once we agree to terms and close on the business, my family and I will relocate directly to your community. I am fully committed to being on the ground every day, leading from the front.
The transition is completely structured around your goals. While I will take over day-to-day CEO responsibilities from day one, we will design a transition window (typically 3 to 12 months) where you stay on in an advisory role to train me on key operational nuances, customer relationships, and vendor dynamics.
We execute a standard mutual Non-Disclosure Agreement (NDA) before sharing any sensitive business details. I respect the quiet operations of your business — our discussions remain completely off the radar from your employees, competitors, and customers until you are ready to announce a deal.
Once we sign an initial Letter of Intent (LOI), a typical transaction takes 60 to 90 days to complete full due diligence, finalize legal documents, and close. My goal is to work efficiently and transparently so you can keep 100% of your focus on running the business during the process.
Valuation is primarily based on a multiple of your historical cash flow (typically via EBITDA). However, every business is unique. I take into account your company's growth trajectory, customer retention, market position, and operational strength to structure a fair, competitive offer that reflects the true value of what you've built.
Day one is about listening, learning, and building trust. I won't come in making sweeping operational changes. My immediate priority is to meet with employees, introduce myself, reassure them about job security, and listen to their feedback. The first 90 days are dedicated to learning the business from the inside out alongside your leadership team.
My strategic framework emphasizes operational continuity and organic value preservation—not standard corporate downsizing. Existing teams retain the vital day-to-day expertise that protects consistency; safeguarding them remains my primary goal.
Valley Rise is structured as a dedicated investment model backed by private partners, institutional search investors, and veteran advisors. This framework guarantees structured, dependable transactions.
If you are exploring transition opportunities, let's schedule an initial private discussion.