We're the first RIA firm that bets on their clients and is focused on their success for the betterment of the group.At 25 Partners, we designed the kind of firm we’d want if we were in your shoes as a business owner. Our purpose is simple: to give you the right guidance, community, and discipline to help you grow, transition, and protect your wealth—without spreading ourselves thin.We believe focus creates impact. That’s why each of our service areas is intentionally limited to just 25 members. This allows us to know you deeply, stay disciplined, and deliver with excellence every time.

First step in the process of joining 25 Partners, be a part of a peer group.

The Power of a Peer Group for Business OwnersRunning a business can feel isolating. Big decisions, unique challenges, and opportunities for growth often fall solely on the owner’s shoulders. That’s why we’ve created an exclusive peer group—limited to just 25 business owners—designed to provide connection, perspective, and accountability.

Why Join Our Peer Group?

1. Learn From Other Owners
Every member brings unique experiences, lessons, and insights. You’ll hear firsthand how other successful owners have navigated challenges similar to yours—and how they’re capitalizing on opportunities today.2. Gain Trusted Perspectives
This group isn’t theory—it’s real-world advice from people who understand what it means to make payroll, scale operations, manage teams, and drive growth. The group becomes a sounding board for your most important decisions.3. Accountability That Drives Results
When you set goals in front of peers, you’re far more likely to achieve them. The group provides accountability, encouragement, and honest feedback—helping you push past plateaus and achieve measurable results.4. Expand Your Network
A curated group of 25 means you’ll forge meaningful relationships—not just surface-level connections. Over time, members often form partnerships, share resources, and even become lifelong friends.5. A Safe Space to Share
Every conversation is confidential. This creates a trusted environment where you can openly discuss sensitive issues—whether it’s growth strategies, leadership challenges, succession planning, or even personal financial goals.6. Fresh Ideas & Best Practices
You’ll gain exposure to proven strategies and innovative approaches that can be directly applied to your business. Members often leave with practical takeaways that create immediate impact.7. Focus on Both Business & Wealth
Unlike traditional networking groups, this community is tied to our broader mission: helping business owners maximize both the value of their companies and their personal wealth.Why Only 25 Members?Exclusivity ensures quality. With a small, committed group, every member has a voice, every discussion has depth, and no one gets lost in the shuffle. You’re not just joining another group—you’re becoming part of a community that grows together.👉 If you’re a business owner ready to elevate your company, sharpen your strategy, and surround yourself with like-minded peers, this group is built for you.

The start of building trust.

Requirements
Owner or in acquisition process of a +$1M cash flow business
Growth-minded, no lifestyle businesses
Desire for self-improvement and better together mentality
Willingness to ask for help
Kindness and curious attitude

Price
$3,500 a year

When it comes to selling or acquiring a business, most advisors run a process — few design one.

My approach is built around Deal Engineering — intentionally shaping the right deal, with the right partners, on the right terms. This means going deeper than just listing a business and waiting for the market to decide. It’s about understanding the story behind the business, the motivations on both sides, and building a structure that creates a win for everyone involved.Sell-Side AdvisoryFor founders or owners preparing for an exit or recapitalization, I help engineer a transaction that reflects both the value and the vision of your business.Instead of blasting a listing to a broad market, I take a more deliberate approach — identifying who the right buyers are, why they’d care, and how to position the opportunity in a way that resonates.What this includes:Business positioning and valuation strategy
Research-driven buyer targeting and outreach
Story and materials development (CIM, data pack, financials)
Deal structure design and negotiation
Process management through diligence and closeBuy-Side AdvisoryIf you’re looking to acquire, I help you find and structure the right deal — not just any deal.
From target mapping to valuation, due diligence, and financing, I act as your strategic partner throughout the process.What this includes:Custom research and target identification
Outreach and relationship-building with owners
Valuation modeling and deal structure design
LOI and term sheet advisory
Diligence coordination and closing supportStrategic AdvisoryNot every conversation leads to a transaction right away — and that’s okay.
I often work with owners and investors to plan ahead, understand the market, and get positioned for when the time is right.What this includes:Exit readiness planningValuation and market analysisStrategic growth or acquisition roadmapsHow I WorkEvery engagement is personal. I’m not running a cookie-cutter process or flipping businesses like listings. I treat each deal like a design project — aligning motivations, financial outcomes, and long-term vision.It’s M&A built around strategy, not just execution.

On the road to becoming a Multifamily Office.