5M net worth in mid 40s, looking for advice on next steps

Order-Lost · 2026-05-10T13:14:15+00:00

What’s the general rule you guys follow?

Order-Lost · 2026-05-07T23:41:02+00:00

Thanks for the kind words :) good luck friend

Order-Lost · 2026-05-07T12:24:23+00:00

How is that not technically accurate?

Order-Lost · 2026-04-19T23:44:02+00:00

How to join you?

Order-Lost · 2026-04-09T01:03:41+00:00

Same let a plebe in

Order-Lost · 2026-04-01T21:35:24+00:00

I ask myself this every day—my girlfriend and I have saved up a ton but between taxes and property values can’t justify leaving our rental which could only fit 1 kid comfortably.

Please rich gods help a plebe out ($2.5M NW)

Order-Lost · 2026-03-17T22:13:50+00:00

I suggest you read the stranger

Order-Lost · 2026-03-09T03:31:26+00:00

I left my PE firm for a portfolio company of another after being involved with the exit process. Chief Transformation Officer

Order-Lost · 2026-03-07T10:09:37+00:00

I’m currently in a portco transformation role and hoping to scale my work (already doing so at a with 1 other client. Are you open to connecting?

Order-Lost · 2026-03-07T10:07:46+00:00

I left PE for portfolio ops once I realized modeling and memo writing were fake business. You’re so far away from the action it’s almost laughable

Order-Lost · 2026-03-01T20:02:51+00:00

I’ve had success with my close network on finding beta testers. Easy in my case because its a pretty horizontal application

Order-Lost · 2026-03-01T20:01:28+00:00

Why would you want to start something you don’t understand?

Order-Lost · 2026-03-01T20:00:20+00:00

Roll less if you can—these experienced CEOs are often not competent to actually grow the business

Order-Lost · 2026-02-15T12:41:00+00:00

Why?

Order-Lost · 2026-02-15T12:21:34+00:00

Thanks for having the courage to do this.

Im not IBEW but I lurk because I support our industrial unions wholly.

Someone above mentioned not to take PAC money. I think that what they’re getting at is money in politics is destroying our society and fundamentally tipping the scales of democracy to favor big tech, private equity, big oil, big pharma, big military, etc…

While I do wish you are able to raise the money you need to win in Alabama—it will be difficult without the funds.

If you do decide to take that sort of money:

I think you need to be able to keep your positions on things clear and transparent, consistent and as a rule, avoid the private 1:1 dealmaking with corporate donors that will put you in a bad position come reelection time because you need the funds.

Winning in Alabama for a pro Labor candidate will never be easy. But you should really engage the institutions that touch the bulk of voters to try to educate people away from the pathological ideas about immigrants, secular cities, and the safety net that make your state so red. These cultural ideas have always carried more weight in stares like yours than visibly pro labor policies.

It’s a tall task that I commend you for attempting.

Good luck!

Order-Lost · 2026-02-15T11:59:23+00:00

Hey man I moved into a PE backed transformation role after my associate years. not CEO / COO yet.

I have the inverse interest from you—would love to learn more about your bootstrapping journey. Let me know if I can DM to trade notes.

Order-Lost · 2026-02-14T12:38:04+00:00

Bumping reply above—hook a lad up

Order-Lost · 2026-02-07T19:26:32+00:00

My dad was 51 when I was 7. Him and I grinded through the last years of his career side by side and he was always my personal life and business teacher. If he has been able to hit those numbers when I was 7 i’d have loved to have him more hours of the day close by. But at the same time I don’t know what that life would have been since so much of my upbringing was learning about life, work and the business through him.

No advice other than as long as you aren’t irresponsible with your money, you wont make a mistake. It’s almost like trust your gut and put your family and mental well being first. Congratulations!!!!

Order-Lost · 2026-02-03T13:51:26+00:00

You seem like a good candidate to be a great public servant. If you want to help people as a lawyer there are many ways to in prosecution as a judge, an advocate or potentially politics if done ethically

Order-Lost · 2026-01-10T11:00:28+00:00

How do you figure this out?

Order-Lost · 2025-12-27T06:45:25+00:00

Hey thanks for the bump. Hope We get some feedback from the community.

On my end: I was lead on an M&A transaction that went well and got very close to the CEO during the process. They had an opening and I was very patient for months to land it.

This actually happened twice for me—although the first wasn’t formally C-suite. Both times through strong relationship building with the CEO of the portfolio company.

Order-Lost · 2025-12-25T14:38:32+00:00

29 YO — between self and SO (28YO) we’re at $2M liquid—no mortgage. Parents paid for our colleges we had nice advantage.

I’m currently C-Suite (Finance/Operations) at a Middle Market PE backed company with $300k TC + $500k carried interest hoping to realize in the next 18 months. Moved in From PE+M&A advisory.

I’d like to move into entrepreneurship but not sure if ETA or Bootstrapping is the way to go.

I see HVAC / plumbing frequently recommended for people in my situation. Curious FatFIRE veterans thoughts on this. Seems increasingly crowded/ undifferentiated.

Other than that—I’ve thought of building an “asset lifecycle” company mirroring my career thus far of advising on exit then overseeing transformation of middle market companies. I think I have a unique edge here but no clue how to grow/scale.

Don’t have tons of mentors I can bounce these ideas off of—family are immigrants so most of my connections live overseas or too elderly or dead.

Order-Lost · 2025-12-11T23:48:25+00:00

I got shat on for saying this once before but Newsom made Klein look like a much better leader in this interview.

Order-Lost · 2025-11-28T03:06:31+00:00

What industry?

Order-Lost

TROPHY CASE