The American Dream Mastermind is a private equity-aligned experience designed for serious Home Service business owners who want to increase enterprise value, optimize EBITDA, and build scalable infrastructure — whether they plan to sell, recapitalize, or pass the business on to the next generation.
While we focus heavily on valuation strategy and exit positioning, this isn’t about forcing a sale.
It’s about building a stronger, more structured, more profitable company.
Even if you never intend to sell, operating your business through a private equity lens will inevitably increase margins, improve leadership structure, strengthen systems, and accelerate growth.
The same discipline that prepares a company for acquisition is the discipline that scales it.
This mastermind is about building optionality —
TO SCALE, TO EXIT, or TO CREATE Generational Wealth on your terms.
• Financial Deep Dive: We break down your revenue model, margins, overhead structure, and EBITDA performance to identify opportunities that directly increase enterprise value — not just top-line sales.
• Valuation Positioning: Understand how private equity firms and strategic buyers evaluate your company, what multiples they look for, and how to structure your business today for a stronger exit tomorrow.
• Capital & Growth Alignment: Explore acquisition strategy, tuck-in opportunities, recapitalization options, and scalable systems that prepare your business for institutional investment.
• Personalized Strategic Direction: Receive high-level feedback tailored to your specific stage of growth — whether you’re pushing past $5M, optimizing for 20%+ EBITDA, or preparing for a future liquidity event.
• EBITDA Optimization Frameworks: Learn how to increase profitability through pricing strategy, operational efficiency, overhead control, and margin discipline — the metrics that directly impact valuation multiples.
• Scalable Infrastructure & Leadership Build-Out: Develop the systems, SOPs, and leadership structure required to remove yourself from day-to-day operations and create a business that runs without you.
• Acquisition & Expansion Strategy: Understand how to evaluate tuck-in acquisitions, expand into new markets, and scale intelligently without sacrificing margins.
• Data-Driven Growth Decisions: Implement KPI tracking, financial dashboards, and performance metrics that align your growth with enterprise value — not just revenue.
• Private Equity & Buyer Proximity: Engage in meaningful conversations with capital partners, acquisition advisors, and operators who understand what drives enterprise value in Home Service businesses.
• High-Level Operator Room: Surround yourself with owners operating at multi-million levels who are focused on scale, EBITDA optimization, and exit preparation — not just day-to-day hustle.
• Strategic Partnerships & Deal Flow: Explore joint ventures, strategic alliances, and acquisition opportunities that can accelerate growth or strengthen your future liquidity position.
• Long-Term Advisory Network: Build relationships that extend beyond the mastermind — creating ongoing alignment with peers, capital partners, and industry leaders.
• Operate Like a CEO, Not an Operator: Transition from being buried in day-to-day execution to leading with clarity, financial intelligence, and strategic oversight.
• Wealth & Exit Mindset: Align your personal wealth strategy with your business growth — from tax efficiency and reinvestment to liquidity planning and generational impact.
• Clarity & Strategic Direction: Leave with a defined action plan, key financial targets, and a roadmap designed to increase enterprise value over the next 12–36 months.
• The American Dream — Defined by You: Build a company that creates freedom, leverage, and optionality — whether that means scaling aggressively, bringing on private equity, or preparing for a successful exit.
Director of Business Development for Go High Level and former marketing agency founder, Paulson, is an industry leader in building and scaling software companies. With expertise spanning healthcare, automotive, and real estate, his decade of entrepreneurial experience has empowered thousands of marketers to launch digital businesses in both local and B2B markets.
As one of the pioneers behind HighLevel’s SaaSPRENEUR movement, Paulson helps marketers integrate SaaS into their business models, transforming traditional agencies into recurring-revenue software companies. Through HighLevel’s platform, he supports over 100,000 marketers and entrepreneurs worldwide, driving innovation and growth across industries. Paulson also holds an MBA in Finance from the University of Houston, combining strategic insight with hands-on business development experience.
Dana Cornell is transforming the way successful individuals approach wealth. With over 20 years of experience—including managing $1.4 billion in assets at Morgan Stanley—Dana saw firsthand the flaws in traditional financial planning: outdated models, poor tax strategy, and little real education for clients.
Dana’s mission is clear: empower clients with the knowledge and access once reserved for the ultra-wealthy. His firm specializes in passive income strategies, advanced tax reduction, and helping clients fully understand their financial picture—what they own, why they own it, and how it supports their long-term goals.
For business owners nearing an exit, Dana’s team provides custom strategies to turn liquidity events into long-term wealth, often uncovering overlooked opportunities to maximize after-tax outcomes.
As a Certified Financial Planner, Certified Investment Management Analyst, and Forbes-recognized advisor, Dana brings deep expertise and a proven track record. He’s also a respected author and educator in the wealth-building space.
Brian Franco has facilitated transactions worth billions with both private capital and public companies. His focus is simple: connecting cash-flow positive businesses (which you own) with entities eager to acquire them.
Brian helps guide owners in scaling their company and achieving maximum enterprise value through his comprehensive capital management, mergers and acquisitions, and exit strategies. Our proven playbook has consistently delivered success, linking our clients directly to the Capital Markets.
This isn’t just dinner a 5 star dinner — it’s proximity.
Join a private, invite-only dining experience with fellow high-performing Home Service owners, capital partners, and industry leaders. In an intimate, luxury setting, conversations move beyond surface-level networking and into real strategy, growth alignment, and long-term opportunity.
Some of the most valuable discussions won’t happen on stage — they’ll happen at the table.
Curated environment. High-caliber room. Meaningful dialogue.
Following an exclusive dinner, Mastermind members will transition into a private cocktail experience curated for deeper conversation and strategic alignment.
This is not a general networking hour — it’s a controlled, high-caliber environment designed for meaningful dialogue between serious owners, advisors, and capital-aligned leaders.
In this setting, conversations shift from surface-level introductions to real discussions around growth, valuation, expansion, and opportunity.
Premium setting. Intentional room. Elevated conversations.
[NOVEMBER 6, 2026 HOUSTON, TX]
[ VIP DINNER AND COCKTAIL RECEPTION ]