OVER ARCHING BAND WEALTH STRATEGY
Focus is on scalability and high-return assets. Risk tolerance is much higher.
OWN BUSINESSES
BANDANA STAFFING
BANDKITS
BANDITS STAFFING
PRIVATE EVENT SPACE - HOUSE BAND- test ground for Cakes, Other models
PRODUCTS - EASY SPACE ENHANCERS - conscentric, etc
COMMERCIAL + RENTAL REAL ESTATE
STR TO USE TAX LOOPHOLE
COMMERCIAL PROPERTY WE OWN
REAL ESTATE FUNDS INVESTMENTS
EQUITY INVESTMENTS
CRYPTO
PUBLIC STOCKS
STARTUPS IF WE HAVE PROPER DEAL FLOW
Venture capital & private equity access
TOOLS
LEVERAGE - ESPECIALLY FROM CHASE
TAX STRATEGIES
STR LOOP HOOLES
LLCS/SCORPS
1031 EXCHANGES
COST SEG + BONUS DEPRECIATION
QSBS
🧠 Key Principles to Get There Fast
Using ownership, leverage, and tax strategy to multiply OUR capital — not just protect it.
🚀 Tier 1: Fastest Paths to $10M+ (High-Return, High-Control)
1. Build & Scale a High-Margin Business
Why it works: We keep the upside, build equity, and can exit for 5–10x earnings.
Target: We build Bandits + Kits
Hire fast, scale using systems, build recurring revenue
Sell or recapitalize within 3–7 years
✅ Can turn $500K–$1M into $10M+
📈 Most self-made ultra-wealthy did this
⚠️ Requires operational skill & grind
2. Real Estate with Tax Acceleration + Leverage
Why it works: We earn cash flow, tax write-offs, and appreciation — all multiplied by debt.
Strategy: Buy $10M+ in multifamily or STRs using $1M–$1.5M down
Use cost segregation + bonus depreciation
Refi, cash-out, roll into larger assets (BRRRR + 1031)
✅ Control asset, cash flow, reduce taxes
⚠️ Location and ops matter; STR loophole = gold if active
3. Buy and Grow a Business (SMB Acquisition)
Why it works: You skip the startup risk and scale an existing cash-flowing asset.
Target: $2–5M in revenue, $500K–$1M EBITDA
Use SBA loan + $500K–$1M equity injection
Grow through ops, marketing, pricing
✅ Faster than startup; path to $10M exit
⚠️ Needs ops leadership or GM team
YEARS 1 - 3
💼 Tier 2: Capital Multipliers (Medium Return, Low Effort)
4. Angel or Early-Stage VC Investing
Why it works: One 50–100x outcome can return $10M+ on a $250K portfolio.
Write $25K–$100K checks into 10–20 startups
Join syndicates (AngelList, private deals)
Invest in industries you know
✅ Best returns possible, passive if well-networked
⚠️ High risk, long timelines (5–10 yrs)
5. Private Equity & Debt Lending
Why it works: Equity-like returns with downside protection if structured well.
Lend to real estate operators, acquire notes
Invest in revenue-based financing or asset-backed lending
IRRs of 15–25% common
✅ Income + protection + compounding
⚠️ Need strong deal vetting and legal structure
YEARS 3 - 5
🧮 Tier 3: Foundation Builders (Safe, Tax-Efficient)
6. Asset Allocation with Tax-Advantaged Growth
Why it works: Keeps your wealth compounding while you take bets elsewhere.
Backstop: 40–60% of wealth in stocks, tax-free growth (e.g., Roth, life insurance, Opportunity Zones)
Long-term tax minimization (charitable trusts, loss harvesting)
✅ Keeps taxes low, avoids erosion
⚠️ Doesn’t build wealth alone — it's protection