As Business Development Manager at AZ Plumbing & Air Conditioning, Simon owns the growth side of the business — and applies the same operator playbook to every acquisition he underwrites.
Full-funnel brand, local SEO, paid acquisition, and lifecycle marketing built to compound month over month — not burn cash on vanity metrics.
Sales systems that turn leads into booked revenue — with CRM discipline, call standards, and partnerships that extend reach beyond paid channels.
Scaling teams, tightening workflows, and installing the metrics that make growth durable instead of chaotic.
Underwriting businesses and commercial real estate — from screening and LOI through diligence, closing, and post-close integration.
A clear target profile — and a bias for durable, unsexy, well-loved local businesses.
Home services and adjacent B2B services with $1M–$15M revenue, durable customer bases, and clear marketing or operational upside.
Cash, seller financing, earn-outs, and installment sales — designed around the seller's tax picture, lifestyle, and legacy.
A real marketing and sales operating system installed from day one, so growth compounds instead of stalling.
A confidential conversation to understand the seller's goals and timeline.
Financials, customer base, team, and market — reviewed with an operator's eye.
A clean, actionable letter of intent followed by structured diligence.
Funded, closed, and set up for a smooth transition on day one.