3-Year Wealth-Building Roadmap with an ambitious but achievable target of $30M net worth

🎯 GOAL: $30M Net Worth by Year 3

Starting capital: ~$3M

Strategy: Build scalable, brandable companies with real cash flow and asset value — then multiply through ownership, rollups, IP licensing, and real estate-backed equity.

📆 YEAR 1: Build Core Ops + Prime Growth Engines

🔧 Focus Areas

  • Centralize operations under a holding company

  • Install leadership: GM/Ops Leads for Bandana and House Band

  • Nail product-market fit for:

    • Conscentric (hero product)

    • Bandkits (hyper-efficient logistics + digital booking)

    • House Band (cash-generating test space)

📊 Year-End Targets

  • Total revenue: $2.5M–$4M

  • Net income: $400K–$750K

  • Valuation basis (3x earnings + IP + brand): $5M–$7M

  • Begin building real estate/venue acquisition pipeline

📆 YEAR 2: Scale Verticals + Stack Assets

🚀 Scale Strategy

  • Bandana & Bandits: Expand into 2–3 new metro areas

    • Start NYC → LA, Miami, ATL

  • Bandkits: Launch in each city w/ minimal footprint

    • License model for rapid expansion (low overhead)

  • Conscentric & Easy Enhancers:

    • Launch into hospitality & nightlife industry partnerships

    • Sell party packs to event hosts (wholesale & DTC)

  • House Band: 200+ event bookings + licensing Cake concept

  • Start real estate acquisition: 2–4 STRs + 1 new event venue

💸 Equity Growth Tactics

  • Cost segregation + STR loophole for tax efficiency

  • License Bandkits tech/system to new markets

  • Prepare Bandana/Bandits for roll-up packaging

📊 Year-End Targets

  • Total revenue: $7M–$10M

  • Net profit: $1.5M–$2M

  • Equity value (5x avg EBITDA across ventures): $12M–$15M

  • Real estate equity position: $2M–$3M (via leverage)

📆 YEAR 3: Rollup, Automate & Value-Maximize

🧠 Strategy

  • Transition to Portfolio CEO

    • Each brand has GM + P&L ownership

  • Create Franchise or Licensing Model:

    • Bandkits → kit drops + ops guide

    • Conscentric → hotel/boutique partnerships

    • Bandana/Bandits → local operator model

  • Build Digital IP Layer:

    • Booking system, rental software, back-end automations

💰 Monetization Pathways

  • Package staffing businesses for 8-figure rollup

    • Strategic exit or PE-style recapitalization

  • Sell/license Bandkits logistics/IP system

  • Refinance real estate to extract cash tax-free (BRRRR-style)

  • Spin Conscentric into standalone CPG brand

📊 Year-End Targets

  • Total revenue: $15M–$20M

  • Net profit: $3M–$5M

  • Equity value of portfolio: $25M–$30M

    • $15M–$20M from businesses

    • $3M–$5M from real estate equity

    • $5M+ from IP + product brand value