2026 is the year of the "Legacy Arbitrage"
The market is currently split into two worlds. World A: VCs and founders pouring billions into AI infrastructure, fighting for a piece of a "potential" future. World B: 2.3 million Baby Boomer business owners who hit "Peak 65" and are ready to exitâtoday. While World A is a gamble, World B is an arbitrage. We are seeing the most profitable service businesses in Arizona, HVAC, plumbing, commercial cleaning, trading at 3x to 5x EBITDA. Meanwhile, the "Magnificent 7" and AI tech are trading at 30x. This is the Wealth Gap of our generation. Iâm not looking for the next algorithm. Iâm looking for the 20-year-old customer list, the fleet of trucks, and the 20% margins that have survived every recession since 2000. The Strategy for the "Elite" Buyer: Don't Build, Absorb: Acquisition is the only way to bypass the current labor and supply chain constraints. Modernize the Boring: Apply 2026 systems to a 1996 business model. That is where the 10x multiplier lives. Institutionalize: We are moving these "mom and pop" shops into professional holding companies. If youâre still trying to "start" something from scratch in this economy, youâre fighting an uphill battle. Iâd rather just buy the hill. We are opening a few seats in the Blueprint Acquisition Program for those ready to stop "founding" and start acquiring. Comment "2026" below if you want the data on how weâre closing these deals right now.