We believe in a better way to scale individuals, teams, and organizations to their full potential.” This powerful conviction is the bedrock of everything we do at Buy & Build Advisors. Our mission is to make new and existing business owners and their organizations successful.
At Buy & Build Advisors, we don’t see you as just another client. We see you as an innovator on the verge of discovery, a trailblazer ready to make a meaningful impact. We see a partner with a shared vision for success. Our suite of services, each carefully crafted and meticulously tailored, is your gateway to growth, transformation, and unimagined peaks of achievement.
Whether you’re a driven individual, a dynamic team, or an ambitious organization, we’re here to catalyze your journey and unlock the extraordinary within you. Step into a world of transformative potential with Buy & Build Advisors.
Your potential is not just an abstract concept — it’s a tangible reality, and we’re here to make it shine. Let’s journey towards this brighter future together.




“We believe in doing the right thing every time, even when no one is watching. We uphold the highest standards of honesty and integrity in all our actions. We expect our team to act with authenticity, truthfulness, and transparency. Our word is our bond, and we earn trust through our steadfast commitment to these core principles.”
“Our clients are at the heart of everything we do. We commit to understanding, anticipating, and exceeding their needs and expectations. We strive to deliver excellent service, innovative solutions, and value-added advice. The success of our clients defines our success.”
“We understand the critical importance of maintaining confidentiality in our work. We respect and safeguard the sensitive information our clients, partners, and team members entrusted to us. All interactions, communications, and transactions are treated with utmost confidentiality and discretion. We adhere strictly to privacy laws and best practices in information security, ensuring that confidential information is always secure and used responsibly. We expect each team member to uphold this important aspect of our professional ethics and to always act in the best interest of our clients and our company.”
“We believe in meticulous planning, in-depth analysis, and rigorous due diligence. Our decision-making process is always data-driven and backed by thorough research, ensuring we provide our clients with reliable, insightful, and prudent advice.”
“We respect everyone and value the diversity of thoughts, experiences, and backgrounds. Each interaction is an opportunity for learning, and every opinion matters. We treat our clients, partners, and colleagues with dignity, kindness, and understanding. Our culture of respect cultivates a positive work environment where everyone feels valued and heard.”
“We believe that enjoying what we do is the key to achieving excellence. Our work environment is vibrant, engaging, and fun filled. We encourage laughter, celebrate achievements, and take the time to unwind and connect with each other. We understand that a happy, energized team is a productive and innovative one. Work is not just about tasks and targets; it’s also about making memories and enjoying the journey together.”
Get to know the dedicated professionals at Buy & Build Advisors who bring unparalleled expertise and a personal touch to every business transaction.
Co-Founder Team Profiles

in Business Entities/Contracts
Over three decades as a strategic and legal advisor and consulting CFO. David has provided sourcing, structuring, and advisory services impacting over $100M in debt & equity financing and generated or protected dozens of companies and 1000s of jobs.
CHALLENGE
“I believe that success happens when we think outside the box.”
SIMPLIFY
“How I do that is by making things simple and easy to use.”
MAKE SENSE
“Ultimately what I bring are solutions that make sense.”
People who fall solidly in the middle of the D quadrant in the DiSC model are sometimes referred to as having “solid D styles.” Their personalities likely align most closely with the larger and overarching D-style qualities.
The Di style is the D style closest to the i quadrant, so Di-type people display some i-style tendencies in addition to D-style behaviors. This means Di-style people are typically the most fast-paced and enthusiastic of the D styles.

in Financial Expertise
For two decades, Brittany and her team have been making sense of everything financial. Brittany is a master advisor and consulting CFO. She and her team focus on structuring, operationalizing, and protecting your financial assets. Over the years, they have worked with hundreds of companies, from startups to $30M enterprises.
CLARIFY
“I believe that success happens when things are clear to be able to make a decision.”
SIMPLIFY
“How I do that is by making things simple and easy to use.”
TRUST
“Ultimately what I bring is a trusting relationship where others can count on me.”
People with iS styles share some priorities and behaviors with the S style. This means that iS-type people are usually calmer and more moderately paced than others with i styles.
The Si style is the S style closest to the i quadrant, so Si-type people display some i-style tendencies in addition to S-style behaviors. This means Si-style people are typically the most approachable and upbeat of the S styles.

in Operations, Leadership, and Integration
Over two decades in international leadership roles. An accomplished executive, speaker, and certified coach, who has spearheaded numerous successful integrations within global businesses. Together with his skilled team, they bring hard-earned Fortune 10 expertise to small and medium companies, providing insights and strategies for growth.
BETTER WAY
“I believe that success happens when we find a better way & are able to share it.”
RIGHT WAY
“How I do that is by creating and following systems & processes that lead to predictable results.”
CONTRIBUTE
“Ultimately what I bring is a way to contribute and add value.”
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
Team Member Profiles

Director of Operations
Oversees the daily activities and actions to ensure an efficient execution of BBA’s advisory services.
MAKE SENSE
“I believe that success happens when we make sense of the complex.”
MASTERY
“How I do that is by seeking depth, breadth, and details.”
CONTRIBUTE
“Ultimately what I bring is a way to contribute and add value.”
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.

Senior Analyst
Expert in assessing and verifying financial health and risks in potential acquisitions through due diligence to ensure informed decision-making.
CONTRIBUTE
“I believe that success happens when I contribute to a greater cause.”
MAKE SENSE
“How I do that is by solving complex and challenging problems.”
TRUST
“Ultimately what I bring is a trusting relationship where others can count on me.”
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.

Acquisition Finance Associate
Specializes in sourcing and structuring capital to fund our client’s business acquisitions.
CONTRIBUTE
“I believe that success happens when I contribute to a greater cause.”
SIMPLIFY
“How I do that is by making things simple and easy to use.”
CLARIFY
“I believe that success happens when things are clear to be able to make a decision.”
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.

Executive Assistant
Provides administrative support to team members, ensuring seamless operations and effective communication within BBA.
BETTER WAY
“I believe that success happens when we find a better way & are able to share it.”
MAKE SENSE
“How I do that is by solving complex and challenging problems.”
MASTERY
“Ultimately what I bring is a deep understanding.”
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
The iD style is the i style closest to the D quadrant, so iD-type people display some D-style tendencies in addition to i-style behaviors. This means iD-style people are typically the most impulsive and persuasive of the i styles.
At Buy & Build Advisors, we believe success is driven by a strong team with diverse strengths and a shared vision. Our team members each bring unique perspectives and expertise, guided by their personal WHY, HOW, and WHAT statements. These statements define how we operate, solve challenges, and create value for our clients.
By aligning our approach with our core motivations, we foster innovation, trust, and impact in every engagement. Meet the individuals who make Buy & Build Advisors a leader in business acquisitions and growth strategies.

Frequently Asked Questions
We understand that buying and building a business comes with many questions. Whether you’re exploring your first acquisition or scaling an existing portfolio, we’re here to provide clarity. Below, you’ll find answers to some of the most common inquiries about our services, processes, and how we can support your business journey.
Still have questions? Contact us for personalized guidance.
Absolutely! This program caters to aspiring entrepreneurs embarking on their first
business venture and established business owners seeking growth opportunities
or diversification. It’s an inclusive solution for all business enthusiasts.
Certainly! We offer a range of customizable “Done For You” services to meet
your unique needs and preferences. We can discuss how to tailor our services
specifically for you.
Can you miss out on this opportunity that could potentially catapult your
success? Explore our financing options and take the first step toward your
thriving future.
You can certainly pursue multiple deals per month. However, it’s important to
consider additional costs, both monetary and time commitments associated with each transaction. Let’s discuss your specific requirements and tailor a plan accordingly.
Yes, we provide customized solutions tailored to your specific needs, but keep in mind there may be additional costs associated with the level of
customization you desire.