John Block

you know the name's pretty intentional on the firm wall because we try to bring businesses together we buy and build but we try to integrate these businesses and spend the time getting systems right getting brands right getting culture right and doing it doing it together so that's our whole kind of firm ethos

building better together, that cascades into our strategy.

We call it partner and propel.

Partner with ambitious leaders, partners to accelerate growth, partner people with technology to solve recurring and essential needs, propel organic growth and propel platform integration through investments in people, processes, and systems.

Our propel team is our portfolio ops team that comes in and sits alongside our operators and helps accelerate value.

very intentional about the words we use.

We don't say we create value for you.

Tommy, we'd count on you to create the value.

We want to help, though.

We accelerate and try to do what we can to round out what you have and what you might need help with if you're a business owner.

So that's the whole framework that we approach the world with.

You asked about our first investment.

We were introduced to an awesome, awesome individual, Jeremy Dubow.

He leads a business now called Prosperity Partners.

It was originally called NDH, which was the initials of the founders.

We went through a whole rebrand.

They leaned into the whole start with Y, have a firm that has a name that means something, that has an ethos, and they rebranded the firm Prosperity Partners.

It's a tax and accounting advisory business, so it does high net worth tax planning, primarily some business tax as well, and some other accounting services.

In our first meeting with Jeremy, he said,

I'm small.