🚨#BREAKING: Deal is done! Will be working directly with a long time client as the Director of Partnerships. I've been working with Ad Astra since 2023. If you've seen me talk about some of the bigger deals in the M&A world on here, it's been with them. Now, I'm pushing my attention to helping build out their partnerships. We've already quietly signed a few, and more will be coming. DMs are open if you have questions, and a bit about my role below. Ad Astra serves founder-owned and middle market businesses with $5M–$200M in revenue across sell-side, buy-side, valuation, and value enhancement advisory.   In this role, I build and manage the referral and advisor network that drives deal flow to the firm. I connect with CPAs, CFPs, attorneys, wealth advisors, and other trusted advisors whose clients are considering a business sale or acquisition. I also develop relationships with PE groups and strategic buyers to support active transactions.   Key focus areas: - Build and grow a national referral partner network - Source qualified deal flow through CPA, legal, and wealth advisor channels - Develop PE group and strategic buyer relationships - Connect business owners with M&A advisory services

3 weeks of posting 3x/day as a financial advisor. The post that surprised me. The one that flopped. And what I’m doubling down on. 🧵

Dental buildout part 12

I have 3 tickets to Netherlands Vs Japan in Dallas at 3pm tomorrow. I can’t go last minute, I will sell them but also willing to just give them for free. Send me a DM.

I think you are going to see a strong come back. SBA approvals fell through the floor in Q4 for business acquisitions but then jumped 70% in Q1 back up to near record levels. SBA approvals are a leading indicator so I would suspect q2 to reflect strong closings.

Saturday mornings for me right now can either be a frustrating regret-filled experience or a joyous, restful experience. This morning, it’s restful thinking back through the week. 4 sales calls 26 referral partner intros made for others Consulted a client through potentially making a rash (and wrong) decision. Significant progress with another client on their sales team. Started implementing AI into an electrician client. Great convo with @RealPlantBrah. Dude’s got a great business mind and building some cool things! Spent Thursday morning with daughter as she prepped for a small procedure. Didn’t spend enough time on this platform this week though. Great week of activity, now just seeing what positive outcomes we can create from the sales efforts!

One of the scariest places to be is when you have one customer responsible for over a quarter of your revenue. Customer loyalty is a great thing. Customer dependence can crush you.

Just doing my part. 👊🏻

Dear @elonmusk , To celebrate today, why not send me $1M. You become a trillionaire and I become a millionaire. It would be the first time in history we had a trillionaire and then that trillionaire made a random man a millionaire. Truly a win/win.

Is the most connected man on X @FrontierBDesign ? Maybe. Dude is WELL connected and very insightful!

X delivered some excellent talent last time. I’m hiring another 3 sales reps in Dallas-Fort Worth. On pace for $45m in revenue in residential foundation repair. Top earners make $175K–$250K. Not a recruiter. I'm the CEO. DM if you you're interested.

Google just changed how impressions get tracked on your business profile and a lot of owners are panicking because their numbers dropped. I was looking at the data for a home services company and their dashboard views went down. But their actual call volume was up 68 percent. More calls. More booked jobs. Everything that matters was trending UP. Here's what happened. Google removed the call button from the map pack direct view. Now people have to click into your actual profile to call. So the views metric looks lower because it only counts profile clicks. But the people who DO click through are way more qualified and way more likely to book. Stop watching vanity metrics on your dashboard. Track calls. Track revenue. That's what actually tells you if your marketing is working.

Two more surprises before the week is over

Most small businesses have never been audited. Ever. That CIM looks polished, but nobody has verified what's behind those numbers. A Quality of Earnings changes that. Watch to learn why it's the most important step before you close. 👇

BREAKING: KKR launched Helix Digital Infrastructure, a new AI infrastructure company with over $10B in committed capital from Nvidia, Kuwait Investment Authority, and utility giant Vistra

I need to try this!

We're hiring a Senior Tax Advisor (CPA or EA) at Blueprint Tax. This is not a traditional tax manager role. And it's not a book-building role. We're a boutique, advisory-focused tax firm serving business owners ($1M-$10M revenue) and real estate investors nationwide. I remain the primary advisor and relationship owner, allowing our technical team to focus on what they do best: solving tax problems. I'm looking for someone who loves: • Solving complex tax issues • Reviewing returns and improving quality • Finding tax-saving opportunities • Supporting tax planning strategies • Building better systems and processes You'll help: • Review and prepare 1040s, S Corps, Partnerships, and select C Corps • Support tax planning and projection work • Research technical tax issues • Improve firm processes and quality control • Serve as the technical resource for the team This role is ideal for someone who enjoys the technical side of tax and would rather spend their time reviewing, researching, and planning than managing client relationships all day. What we offer: ✅ Fully remote ✅ No time tracking ✅ Fridays off Apr 16–Jul 31 ✅ Health insurance, disability, & 401(k) ✅ High autonomy and flexibility ✅ Advisory-first culture CPA or EA required. US based If you're the person everyone comes to with technical tax questions, I'd love to talk. DM me for details.

Long YouTube vids….really long Are they worth it? Now that I’m DoP with Ad Astra thought about making one going through exactly how I think about sales, building a sales pipeline, etc. Might be a few hours long. Worth the effort? I have a small channel on YT.

Recently I posted about an ad with a particular content creator promoting the idea that you could buy a business in three days. In my opinion, the "buy a business in 3 days" framing is doing real damage to first-time buyers. Buying a business is no joke. Talk to any acquisition entrepreneur or someone who successfully closed on a business, and you know it takes a lot more than three days and countless at-bats before you actually close on the transaction. The list of what you need to do is definitely not short: > Find the right target > Negotiate the LOI > Legal Diligence > Tax Diligence > Financing and QofE > Purchase Agreements

My thoughts on the war with Iran