Bring the owners you know into a rollup that can sell for 10x. Without you, only 3x.
6 companies sold one by one: $18M
Even after the 20%, each owner could take home $8M, not $3M.
Example for illustration only. Multiples vary by industry and market. Not a promise of any sale, price or income.
Four steps, from the owners you know to the sale.
Alone, their company sells for about 3x. In a rollup, it can sell for 6 to 10x.
One agreement ties them together into one rollup.
For all the work it takes to sell for more: the books, the systems, the financing, the growth. It's an advance on their exit.
For building the rollup and doing the work. The owners keep 80%, often at 8x and up instead of 3x alone. If you partner with us, we share it with you.
A small beta group of partners. Each one knew owners in one industry. We brought the rest.
A business built from owners who signed one agreement. It started with no money.
Our partner Jon spent 15 years in that industry. He brought dealers into one rollup worth over $100M.
Our first IT partner brought owners with $28M in revenue. Each owner keeps running their company.
Real rollups from our beta partners. On the workshop you'll see the signed agreements and the numbers, names hidden. Past results don't promise future ones.
Same agency, same clients. One way you earn retainers. The other way you build a rollup you own a piece of.
Example for illustration only: 20 owners with $500K yearly profit each, $5,000 a month management fee each, rollup sold at 8x for $80M. Not typical and not a promise of income.
Your clients will sell their companies one day. Help them sell for more in a rollup, and get paid every month until they do.
We look for owners with $250K to $1M+ in yearly profit. That's what private equity buys.
The 10 steps of a proper rollup. We take a monthly management fee for this work, and earn 20% when the rollup sells.
One legal structure, and one agreement that ties every company together.
Governance, reporting and big decisions for the whole rollup.
A CEO and CFO for the group. Each owner keeps running their company.
Every company closes its books each month, combined into one rollup P&L.
Payroll, benefits and hiring on one platform, across every company.
One view of every client, and AI in operations for higher margins.
Lenders and investors for add-on deals and the rollup's growth.
Cross-selling inside the rollup, plus smaller companies bought in.
Quality of earnings and a data room, ready before buyers ask.
We run one sale process for the whole rollup and bring several buyers to the table, so they compete on price.
A business that serves owners rents out your time. A rollup you build gives you a share of what it sells for.
| Features | Your agency or consultancy | The rollup you build |
|---|---|---|
| How you earn | Retainers, for your time | Monthly management fees from owners who pay to join |
| Churn | Clients can leave any month | Owners commit until the rollup sells |
| Who gets in | Anyone who pays | Selective. Owners apply and qualify |
| Your payday | Next month's retainer | 20% equity in the rollup, which could sell for $100M+ |
| What you own | Nothing in your clients' companies | A share of every company in the rollup when it sells |
If you partner with us, we share the fees and the 20%. Terms are on the workshop.
Baby boomers are retiring and selling their companies. At the same time, AI is changing how companies run. There has never been a better time to build a rollup.
Millions of boomer-owned companies need a buyer in the next 10 to 20 years. Alone, most will sell for 3x or close the doors.
Merge them into one rollup with one set of books, one CRM and a little AI in operations. Now it's a company buyers want.
Private equity pays more for companies it can grow and transform, then sell or take public at an even higher multiple.
"I can't build a rollup in every industry myself. With partners who know the owners, we can."
We teach the full rollup process: talking to owners, forming the rollup, the management fee, and the sale. Your one job is to bring your clients into the rollup. If you partner with us, our team does everything after: contracts, books, financing, systems and the sale.
We take a monthly management fee from the companies for the work, and we earn 20% when the rollup sells. If you partner with us, we share both with you.
No. You need relationships with owners in one industry.
No. Owners keep their companies until the rollup sells.
Owners you already know personally: your clients, your network, your industry.
Five to start a rollup. Ten or more gets a better price.
Yes. It's live on Zoom, and we teach the full process.
Usually 6 to 12 months. We take the management fees until then.
There is a one-time partner fee. It's an advance on future profits: when we make money together, you get it back first. The terms are shared on the workshop.
Because we train you, build your rollup's offer and review your calls, so we need to know you're serious. And it's an advance: when we make money together, you get it back first, before we make a profit.
One quick question. We text and email you the Zoom link.
We send a reminder before it starts.
This is a preview. Registration isn't connected yet.