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Founder's Guide to AI-Enabled Roll-Ups
Playbooks ·

Founder's Guide to AI-Enabled Roll-Ups

Specialist investors have deployed billions to buy service businesses, then transform them with AI. This playbook explains the model, the players, and what it means for founders who might sell, invest, or build.

Running a Family Office Under $100M
Playbooks · Featured

Running a Family Office Under $100M

A complete operating system for founders with $5M–$50M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.

Family Office Location Guide
Playbooks ·

Family Office Location Guide

Picking the wrong family office location can cost millions in unnecessary taxes, compliance headaches, and missed opportunities. This guide breaks down what actually matters when choosing a jurisdiction.

Entrepreneur's Acquisition Playbook
Playbooks · Featured

Entrepreneur's Acquisition Playbook

Entrepreneurship Through Acquisition (ETA) offers a different path: buy an existing business with proven revenue, established customers, and real cash flow. This playbook covers search fund mechanics, buy-and-build strategies, and industry consolidation data.