OVER ARCHING BAND WEALTH STRATEGY

Focus is on scalability and high-return assets. Risk tolerance is much higher.

OWN BUSINESSES

  1. BANDANA STAFFING

  2. BANDKITS

  3. BANDITS STAFFING

  4. PRIVATE EVENT SPACE - HOUSE BAND- test ground for Cakes, Other models

  5. PRODUCTS - EASY SPACE ENHANCERS - conscentric, etc

COMMERCIAL + RENTAL REAL ESTATE

  1. STR TO USE TAX LOOPHOLE

  2. COMMERCIAL PROPERTY WE OWN

  3. REAL ESTATE FUNDS INVESTMENTS

EQUITY INVESTMENTS

  1. CRYPTO

  2. PUBLIC STOCKS

  3. STARTUPS IF WE HAVE PROPER DEAL FLOW

  4. Venture capital & private equity access

TOOLS

  1. LEVERAGE - ESPECIALLY FROM CHASE

  2. TAX STRATEGIES

    1. STR LOOP HOOLES

    2. LLCS/SCORPS

    3. 1031 EXCHANGES

    4. COST SEG + BONUS DEPRECIATION

    5. 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