About me.

I’m one of the principals of a small family office. I am one of three families, which matters because it means I’m playing with my own money. I serve as the CFO at the family office level and have worn the CEO hat for several of our operating companies over the years. As our portfolio grew, I handed off the CEO roles. Running a half-dozen businesses simultaneously means wearing too many cheerleader hats.

My background is finance and accounting, with enough sales and operations experience mixed in to know how to create profit, not just measure it. Day-to-day, I sit at the intersection of capital allocation, financial strategy, and the administrative chaos inherent in building a business. I have visibility into the behind-the-scenes of what it actually costs (financially and otherwise) to acquire, run, and grow companies.

That’s the bio. Here’s the honest reason this Substack exists.

I have a need to be creative in a way that business doesn’t quite satisfy. Writing does. And transparently, if I wasn’t spending my free time here, I’d be spending it day trading. And I’m not a great day trader. So even if every reader pays zero dollars to read my essays, I’m already ahead.

I do plan to charge some small amount…maybe a low floor with the ability to pay more if you feel like it. Probably for access to chat and Q&A rather than the content itself. Something where reading is free, but if you want to request certain topics or have conversations with me about what I write, there’s a low barrier to entry that keeps those conversations legitimate. Haven’t decided yet. But money isn’t the point. Building an audience isn’t the point either.

The point is accountability. I want a group of people expecting something from me, so I’m forced to sit down, look back at what I’ve done, and actually learn from it. You’re the reason I’ll do the work.

I hope you find value in this. I’m sure I will.