A complete sale
Explore an ownership transition with a buyer who takes the time to understand your operations, your people, and what makes the business work.
A clear next chapterPALM COAST, FLORIDA · INVESTING LOCALLY
You built something
worth continuing.
A local buyer and long-term partner for established Florida businesses. Thoughtful ownership transitions, grounded in decades of financial and operating experience.
A personal approach to your business’s next chapter.
Principal investor25 years of CFO experienceFlexible transitionsNortheast & Central Florida
01 / A PATH THAT FITS
The next chapter doesn’t
have to look the same
for every owner.
You may be ready to step away, planning a gradual transition, or looking for an experienced partner. We begin by understanding your priorities and the business behind the numbers.
A gradual transition
Discuss a phased exit, continued owner involvement, or retained ownership. The right structure should fit both your goals and the company’s needs.
Move at a considered paceA strategic partner
For select established businesses, consider capital alongside hands-on financial expertise, stronger reporting, and operational discipline.
Build on a strong foundationBUSINESS + REAL ESTATE
Own the property, too? We can discuss the business and property together, or explore a transition in which you retain the real estate.
02 / WHERE WE FOCUS
Close to home.
Built to endure.
We look for established companies with a durable reason to exist—and a practical path to operating beyond the current owner.
Our local focus
Flagler, Volusia, and southern St. Johns counties.
Select opportunities across Florida
Broader Northeast and Central Florida opportunities with established management. Elsewhere in Florida, businesses that can operate without frequent owner travel.
A good starting point
01
Established operationsA demonstrated business model and a meaningful operating history.
02
Understandable earningsProfitable operations, or a specific, credible path to improvement.
03
Continuity beyond the ownerTransferable relationships, capable people, and workable operating systems.
04
Durable business valueRepeat customers, recurring revenue, useful assets, or a defensible local position.
Our focus is established operating businesses. We are not seeking startup pitches or general loan applications.
03 / MEET THE PRINCIPAL
Experience on your
side of the table.
Brian Hogan
Principal, TREI Capital · Palm Coast, Florida
Brian brings approximately 25 years of CFO experience working with business owners on cash flow, financial reporting, forecasting, and complex operating decisions.
As the leader of ABusinessManager.com, he works with businesses and owners across construction, professional services, e-commerce, manufacturing, and multi-entity operations.
TREI Capital brings that financial and operating perspective to acquisitions and selective investments in established Florida businesses.
Explore Brian’s CFO practice ↗04 / A CONSIDERED PROCESS
Start with a conversation.
Find out what’s possible.
Tell us what matters.
Share a brief overview of your business, location, and goals. No financial documents are needed to begin.
Explore the possibilities.
If there is a potential fit, we arrange an introductory discussion about the business and your preferred transition.
Consider a path forward.
Agree on confidentiality arrangements before reviewing sensitive information and evaluating a potential transaction.
FOR PROFESSIONAL ADVISERS
A local connection
for your clients’ next chapter.
We welcome introductions from CPAs, attorneys, bankers, wealth advisers, and business brokers. Our role is to explore a potential investment or acquisition while respecting the owner’s existing advisory relationships.
Introduce an opportunity ↗LET’S BEGIN
What comes next
starts with a conversation.
Tell us a little about the business and what you have in mind. We review opportunities for geographic, operational, and financial fit before scheduling a call.
Prefer to email? team@treicapital.com
Please do not include tax returns, account numbers, employee information, or other sensitive documents in an initial inquiry.
BUSINESS OWNER INQUIRY
Let’s learn about
your next chapter.
A brief introduction is all we need to begin. Approximate financial ranges are welcome; no documents are needed.
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