The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment. You will work directly with our CEO to: - Grow her personal wealth at a compounding rate - Build a durable portfolio of small business acquisitions - Expand real estate investments across multiple markets - Ensure financial clarity across all companies - Support tax optimization, entity structuring, and long-term financial planning - Build a private investment system that scales beyond Bree’s time and attention Key Responsibilities Wealth Management and Personal CFO Support - Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations. - Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment. - Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns. - Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy. - Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions. - Conduct cash-flow planning for the CEO’s personal finances - Provide financial clarity to support major life and business actions Deal Sourcing, Diligence & Transaction Execution - Build and manage a continuous pipeline of acquisition opportunities across industries - Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity - Develop investment memos summarizing thesis, risks, and recommendations - Build relationships with brokers, bankers, advisers, and small-business seller networks - Lead diligence workstreams (financial, operational, tax, legal) - Build and manage data rooms - Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders - Support deal structuring for tax efficiency and long-term asset protection Financial Modeling & Underwriting - Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases - Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.) - Evaluate post-close cash-flow sufficiency and risk exposure Real Estate Investment Analysis - Underwrite multifamily, senior living, and other real estate investment opportunities - Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets - Conduct partner vetting and market analysis - Support both acquisition and asset-management workflows Financial Reporting Across Multiple Entities - Create and maintain a unified financial dashboard that aggregates: - Business performance - Real estate holdings - Cash positions - Debt obligations - Equity growth - Produce monthly investment and performance reports - Coordinate reporting across several operating companies and personal investments Post-Close Value Creation - Develop 100-day plans for new acquisitions - Support KPI development, integration, financial tracking, and operational improvement - Monitor performance against underwriting and flag variances early - Work with support team to properly staff and manage acquisitions Tax Strategy & Entity Structure Support (in collaboration with external advisors) - Assist with tax-planning conversations across multiple entities - Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more - Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency

The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment. You will work directly with our CEO to: - Grow her personal wealth at a compounding rate - Build a durable portfolio of small business acquisitions - Expand real estate investments across multiple markets - Ensure financial clarity across all companies - Support tax optimization, entity structuring, and long-term financial planning - Build a private investment system that scales beyond Bree’s time and attention Key Responsibilities Wealth Management and Personal CFO Support - Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations. - Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment. - Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns. - Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy. - Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions. - Conduct cash-flow planning for the CEO’s personal finances - Provide financial clarity to support major life and business actions Deal Sourcing, Diligence & Transaction Execution - Build and manage a continuous pipeline of acquisition opportunities across industries - Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity - Develop investment memos summarizing thesis, risks, and recommendations - Build relationships with brokers, bankers, advisers, and small-business seller networks - Lead diligence workstreams (financial, operational, tax, legal) - Build and manage data rooms - Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders - Support deal structuring for tax efficiency and long-term asset protection Financial Modeling & Underwriting - Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases - Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.) - Evaluate post-close cash-flow sufficiency and risk exposure Real Estate Investment Analysis - Underwrite multifamily, senior living, and other real estate investment opportunities - Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets - Conduct partner vetting and market analysis - Support both acquisition and asset-management workflows Financial Reporting Across Multiple Entities - Create and maintain a unified financial dashboard that aggregates: - Business performance - Real estate holdings - Cash positions - Debt obligations - Equity growth - Produce monthly investment and performance reports - Coordinate reporting across several operating companies and personal investments Post-Close Value Creation - Develop 100-day plans for new acquisitions - Support KPI development, integration, financial tracking, and operational improvement - Monitor performance against underwriting and flag variances early - Work with support team to properly staff and manage acquisitions Tax Strategy & Entity Structure Support (in collaboration with external advisors) - Assist with tax-planning conversations across multiple entities - Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more - Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency

The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment. You will work directly with our CEO to: - Grow her personal wealth at a compounding rate - Build a durable portfolio of small business acquisitions - Expand real estate investments across multiple markets - Ensure financial clarity across all companies - Support tax optimization, entity structuring, and long-term financial planning - Build a private investment system that scales beyond Bree’s time and attention Key Responsibilities Wealth Management and Personal CFO Support - Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations. - Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment. - Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns. - Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy. - Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions. - Conduct cash-flow planning for the CEO’s personal finances - Provide financial clarity to support major life and business actions Deal Sourcing, Diligence & Transaction Execution - Build and manage a continuous pipeline of acquisition opportunities across industries - Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity - Develop investment memos summarizing thesis, risks, and recommendations - Build relationships with brokers, bankers, advisers, and small-business seller networks - Lead diligence workstreams (financial, operational, tax, legal) - Build and manage data rooms - Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders - Support deal structuring for tax efficiency and long-term asset protection Financial Modeling & Underwriting - Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases - Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.) - Evaluate post-close cash-flow sufficiency and risk exposure Real Estate Investment Analysis - Underwrite multifamily, senior living, and other real estate investment opportunities - Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets - Conduct partner vetting and market analysis - Support both acquisition and asset-management workflows Financial Reporting Across Multiple Entities - Create and maintain a unified financial dashboard that aggregates: - Business performance - Real estate holdings - Cash positions - Debt obligations - Equity growth - Produce monthly investment and performance reports - Coordinate reporting across several operating companies and personal investments Post-Close Value Creation - Develop 100-day plans for new acquisitions - Support KPI development, integration, financial tracking, and operational improvement - Monitor performance against underwriting and flag variances early - Work with support team to properly staff and manage acquisitions Tax Strategy & Entity Structure Support (in collaboration with external advisors) - Assist with tax-planning conversations across multiple entities - Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more - Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency

The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment. You will work directly with our CEO to: - Grow her personal wealth at a compounding rate - Build a durable portfolio of small business acquisitions - Expand real estate investments across multiple markets - Ensure financial clarity across all companies - Support tax optimization, entity structuring, and long-term financial planning - Build a private investment system that scales beyond Bree’s time and attention Key Responsibilities Wealth Management and Personal CFO Support - Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations. - Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment. - Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns. - Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy. - Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions. - Conduct cash-flow planning for the CEO’s personal finances - Provide financial clarity to support major life and business actions Deal Sourcing, Diligence & Transaction Execution - Build and manage a continuous pipeline of acquisition opportunities across industries - Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity - Develop investment memos summarizing thesis, risks, and recommendations - Build relationships with brokers, bankers, advisers, and small-business seller networks - Lead diligence workstreams (financial, operational, tax, legal) - Build and manage data rooms - Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders - Support deal structuring for tax efficiency and long-term asset protection Financial Modeling & Underwriting - Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases - Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.) - Evaluate post-close cash-flow sufficiency and risk exposure Real Estate Investment Analysis - Underwrite multifamily, senior living, and other real estate investment opportunities - Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets - Conduct partner vetting and market analysis - Support both acquisition and asset-management workflows Financial Reporting Across Multiple Entities - Create and maintain a unified financial dashboard that aggregates: - Business performance - Real estate holdings - Cash positions - Debt obligations - Equity growth - Produce monthly investment and performance reports - Coordinate reporting across several operating companies and personal investments Post-Close Value Creation - Develop 100-day plans for new acquisitions - Support KPI development, integration, financial tracking, and operational improvement - Monitor performance against underwriting and flag variances early - Work with support team to properly staff and manage acquisitions Tax Strategy & Entity Structure Support (in collaboration with external advisors) - Assist with tax-planning conversations across multiple entities - Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more - Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency