Growth Advisory
Strategic Guidance for Portfolio Builders
Work directly with a 4th-generation industry veteran to fast-track acquisitions, optimize operations across multiple properties, and maximize portfolio value.
The Opportunity
Building a Portfolio Is Different From Running a Park
Most marketing agencies can help you fill a single park. But when you're acquiring properties, building a portfolio, and scaling operations across multiple locations, you need someone who understands the entire picture — not just the marketing piece.
With three generations of my family in the mobile home and RV park industry, I bring decades of experience across acquisitions, operations, property management, and marketing. I've seen what works at scale and what breaks when you try to replicate success across properties.
The Growth Advisory is for owners who think like investors. You're not just filling vacancies — you're building enterprise value, optimizing cap rates, and positioning properties for long-term growth or eventual exit.
⚡ Limited Availability: I cap Convertible Retainers at two active clients to ensure deep, hands-on focus.
Advisory Plans
Choose Your Advisory Path
Strategy Call
One-off deep dive or second opinion
- One 60-minute strategy call
- Written action recap with next steps
- No equity commitment
$700
Quick clarity before a go / no-go decision
Retainer
Flexible hours without equity commitment
- Four 60-minute calls over 12 months
- Reduced rate on up to four Strategic Positioning Plans ($1,500 each vs $2,000)
- 48-hour email response time
- No equity commitment
$3,500 one-time
Bulk discount, no long-term commitment
Convertible Retainer
Ongoing deal hunt and portfolio build
- Up to 4 calls per month (60 minutes each)
- Up to 3 Strategic Positioning Plans per month (normally $2,000 each)
- 48-hour email response time
- Skin-in-the-game alignment: every $10K in fees = 1% equity (profits-only)
- Non-voting, no capital calls, 4% cap
$2,500 /month
Lowest monthly burn + aligned incentives
Core Deliverable
What Is a Strategic Positioning Plan?
A Strategic Positioning Plan is a comprehensive analysis of a specific property and its market. It's the diagnostic work we do before prescribing solutions — the same process that produced a $67,895 revenue increase for Sundowner despite a collapsing local economy.
For portfolio builders, this is your due-diligence intelligence. Before you acquire a property, you need to know: what's the real competitive landscape? Where is demand actually coming from? What's the realistic upside? What operational improvements will have the highest ROI?
Market Intelligence
- Competitive landscape assessment
- Demand analysis for the specific location
- Pricing and amenity gap identification
- Review sentiment analysis
Growth Roadmap
- Revenue optimization opportunities
- Operations improvement priorities
- Marketing channel recommendations
- 12-month action plan with milestones
How It Works
How the Convertible Retainer Works
The Convertible Retainer is designed for serious portfolio builders who want "skin-in-the-game" alignment. Instead of paying higher upfront fees, you pay a lower monthly retainer and I earn a small equity stake based on the total fees accumulated.
The math: For every $10,000 in cumulative fees, I receive 1% equity — profits-only, non-voting, with a 4% hard cap. This means my upside is directly tied to your property's performance. If you don't profit, I don't profit.
Why Your Bank & Investors Like This
- < 20% & non-voting = no loan headaches. Because the equity share is strictly profits-only and well below the 20% "key principal" threshold, your SBA or conventional lender doesn't require me to sign or guarantee the note.
- Expert equity signals quality. LPs lean in when a specialist who grew up in RV parks is willing to be paid largely from future performance — it validates projections more than any pitch deck.
- Cap-rate compression. Institutional-grade marketing can tighten exit caps, increasing sale proceeds. My upside rides on making that happen for you.
Common Questions
Growth Advisory FAQ
"How is this different from your marketing services?"
Our marketing services (Foundation, Growth, Dominance packages) focus on filling a specific property — website design, advertising, analytics, and operations optimization for a single park.
The Growth Advisory is strategic guidance at the portfolio level. We're talking about acquisition due diligence, multi-property operations scaling, market selection, and building enterprise value across your entire portfolio. Think of it as having a strategic partner who's been in this industry for generations.
"What does 'profits-only' equity mean?"
My equity share only participates in distributed profits — not asset value, not equity in the property itself. I have no voting rights, can't force distributions, and there are no capital calls.
It's structured this way intentionally: your lender doesn't need me on the loan, your LP structure stays clean, and my incentives are perfectly aligned with yours — I only make money when the property generates cash flow.
"Can I combine this with your marketing packages?"
"What if all convertible retainer slots are taken?"
Ready to Build Your Portfolio With Expert Guidance?
Let's start with a conversation about where you are, where you want to be, and whether the Growth Advisory is the right fit for your goals.
Schedule a Conversation