(All while keeping high growth and profit) He went from one financial practice to a multi-division company with six acquisitions and one more coming soon. Here is his story: The entrepreneur I interviewed is Jeff, a financial and investment expert. He turned his wealth management practice into a big company with many services. It all started with a vision... Jeff's firm made its first few acquisitions, including a small investment advisory, a tax planning division, and an insurance agency But Jeff knew they could do more, and that's when they decided to do more deals. Jeff's recent acquisitions include a financial advisory firm in Phoenix, AZ, and a tax practice in Spokane, WA. Next, they will buy an advisory firm in St. George, UT. Each acquisition brings new challenges, but also new chances to grow... For the Phoenix deal, Jeff used 100% external financing, with the bank covering most of the costs. The tax practice acquisition involved a different strategy, using internal resources and seller financing to pay for the transaction. I just recorded a full 48 min interview where we discuss: - The details of financial advisory vs. tax planning vs. insurance - How to manage many businesses effectively - The biggest lessons from each acquisition And what Jeff would do differently if he had to start over. Comment “jeff” below to get this interview and others like it.

• The market: Gas Station & Convenience Store • The target: Local residents & travelers Here’s the breakdown: If you’ve ever wanted a steady cash-flow business with real estate included, this could be your next move. This California-based gas station & store pulled in $2.8M in revenue last year. 🧾⛽️ It offers solid profit margins and growth potential. Let’s dive in: The numbers: • Inside Sales: $130K/month (not including lottery) • Lottery Sales: ~$13K/month • Gas Sales: 16K+ gallons/month at ~$1/gal profit margin There’s also a Type-20 Liquor License, boosting the store’s appeal with beer & wine sales. 🍺🍷 So, what makes this opportunity stand out? ✅ Real Estate Included (1176 sq ft building on a 7405 sq ft corner lot). ✅ Recently upgraded: New pumps, LED sign, canopy, & more. ✅ Operated successfully for 10 years by the same owner. Let’s talk financials: Revenue trends: • 2023: $2.8M (down from $3.3M in 2022) • Gross Profit Margin: ~17-18% • 2023 Net Income: -$238K (but with adjustments, there’s potential to turn it around). Operating costs (payroll, maintenance) are high, but manageable with the right strategy. Growth Potential 🚀 • Add more services: EV chargers, car wash, or food offerings. • Optimize inventory mix for better margins. • Improve marketing to attract more travelers. This deal comes with SBA financing options: • Purchase Price: $3.2M + $150K inventory • Loan: $2.88M at ~10.75% • Monthly Payment: ~$17K What’s the game plan? 📝 1. Take over and maintain steady operations. 2. Cut unnecessary expenses. 3. Introduce new services & optimize product offerings. A stable, community-driven business with real estate ownership and room to grow. 📈 Like this deal? Comment “Gas Station” to get more info and similar opportunities each week!

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Here's what to do next: (click on the blue links based on the training you're looking to get) CLASSROOMS: - Buy a business - learn how to buy multi million dollar businesses using OPM - Then: Book your FREE 1-1 Acquisitions onboarding/implementation call here → The call will be most likely with my operating partner @Ed Ambrosi (Ed will also do some training in the community in the future) to help you achieve your Acquisitions goals faster and get a step-by-step roadmap to get started with buying or advising on acquisitions asap. - Start an acquisitions advisory business: Learn how to earn retainers & 5-10% commission checks introducing million dollar businesses to buyers... . - Rollups (Or learn how you can add $97.3M of value to your business) GROUP RULES: - No promotions allowed. - We remove low-effort community posts. Use Loom videos, images, and ChatGPT for proofreading. - Help keep the community clean. Report low-quality posts to the admins and moderators Let's get to work!