Application

Apply to work with me

I do something most advisors won't do: I guarantee my results. If we start working together and you don't see serious momentum in our first sessions, I refund my fees.

I can only afford that guarantee because I'm selective. I take on a small number of clients, and when I say yes, I'm betting on you — your business, your opportunity, and your ability to execute.

So this application isn't a formality. It's how I decide whether to make that bet. Answer straight. Short is fine. Vague isn't.

— Dave

01 About you
02 What are you looking for?

Check everything that applies.

03 The numbers

What's the current annual revenue of your business — or the size of the business you're looking to acquire? *

If you're acquiring: what capital can you deploy toward a deal (liquid + financeable)?

04 Where you stand

I guarantee results, which means I bet on my clients. Which of the following can you honestly claim?

05 Make your case
06 The investment

Engagements with me range from focused breakthrough work ($5,000–$10,000) to long-term advisory relationships ($20,000+). Deal partnerships are structured per deal. What are you prepared to invest in getting this outcome? *

I personally read every application. If it looks like a fit, you'll hear from me within 2–3 business days.