▲ 21 r/wealth

28M, sold my marketing agency, ~$2.6M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business.

Current situation:

  • Net worth: approximately $2.6M
  • Married, no kids... yet
  • No debt
  • My wife works and earns $100k+
  • Annual household spending is relatively modest ~ $90k
  • Goal is long-term wealth creation and reaching $10M+ net worth

Current assets are a mix of public markets, cash equivalents, and private lending opportunities. I'm also building relationships with local operators and business owners.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~30-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in coastal NC long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring another small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.6M net worth, wanted to stay in a mid-sized NC market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5-10 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Participate in private lending?
  3. Buy an AI resistant small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 4 days ago

28M, sold my marketing agency, ~$2.6M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business.

Current situation:

  • Net worth: approximately $2.6M
  • Married, no kids... yet
  • No debt
  • My wife works and earns $100k+
  • Annual household spending is relatively modest ~ $90k
  • Goal is long-term wealth creation and reaching $10M+ net worth

Current assets are a mix of public markets, cash equivalents, and private lending opportunities. I'm also building relationships with local operators and business owners.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~30-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in coastal NC long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring another small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.6M net worth, wanted to stay in a mid-sized NC market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5-10 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Participate in private lending?
  3. Buy an AI resistant small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 4 days ago

28M, sold my marketing agency, ~$2.6M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business.

Current situation:

  • Net worth: approximately $2.6M
  • Married, no kids... yet
  • No debt
  • My wife works and earns $100k+
  • Annual household spending is relatively modest ~ $90k
  • Goal is long-term wealth creation and reaching $10M+ net worth

Current assets are a mix of public markets, cash equivalents, and private lending opportunities. I'm also building relationships with local operators and business owners.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~30-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in coastal NC long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring another small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.6M net worth, wanted to stay in a mid-sized NC market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5-10 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Participate in private lending?
  3. Buy a small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 6 days ago

28M, sold my marketing agency, ~$2.6M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business.

Current situation:

  • Net worth: approximately $2.6M
  • Married, no kids... yet
  • No debt
  • My wife works and earns $100k+
  • Annual household spending is relatively modest ~ $90k
  • Goal is long-term wealth creation and reaching $10M+ net worth

Current assets are a mix of public markets, cash equivalents, and private lending opportunities. I'm also building relationships with local operators and business owners.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~30-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in coastal NC long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring another small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.6M net worth, wanted to stay in a mid-sized NC market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5-10 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Participate in private lending?
  3. Buy a small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 6 days ago

28M, sold my marketing agency, ~$2.6M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business.

Current situation:

  • Net worth: approximately $2.6M
  • Married, no kids... yet
  • No debt
  • My wife works and earns $100k+
  • Annual household spending is relatively modest ~ $90k
  • Goal is long-term wealth creation and reaching $10M+ net worth

Current assets are a mix of public markets, cash equivalents, and private lending opportunities. I'm also building relationships with local operators and business owners.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~30-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in coastal NC long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring another small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.6M net worth, wanted to stay in a mid-sized NC market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5-10 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Participate in private lending?
  3. Buy an AI resistant small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 6 days ago

28M, sold my marketing agency, ~$2.7M net worth, trying to figure out the next game

Looking for perspective from people who have been through a similar transition.

I'm 28 and recently sold my business. Current situation:

  • Net worth: approximately $2.7M
  • Married, no kids... yet
  • No debt concerns
  • Annual household spending is relatively modest
  • Goal is long-term wealth creation and reaching $10M+ net worth over the next 10-12 years

Current assets are a mix of public markets, cash equivalents, and private lending opportunities backed by first position deeds of trust.

The challenge is that I'm struggling to determine what game I should be playing over the next 10-15 years.

I don't want to:

  • Build another agency
  • Work 60+ hour weeks
  • Create another job for myself

I do want to:

  • Work ~25-35 hours per week
  • Have flexibility for family, golf, travel, etc.
  • Continue building wealth
  • Stay in North Carolina long-term
  • Own assets rather than sell my time

I've been exploring:

  • Public market investing into low-cost funds like VOO, VXUS, and AVUV
  • Private lending (currently evaluating loans around 12% secured by real estate)
  • Buying minority stakes in local service businesses
  • Eventually acquiring a small business outright

The question I keep coming back to is this:

If you were 28 years old, had a recent liquidity event, ~$2.7M net worth, wanted to stay in a mid-sized North Carolina market, and wanted to build toward $10M+ without returning to a 60-hour work week, what would you focus on over the next 5 years?

Would you:

  1. Stay mostly invested in public markets?
  2. Build a private lending business?
  3. Buy a AI resistant small business?
  4. Buy minority stakes in operators?
  5. Something else entirely?

Interested in hearing from people who have actually gone through the post-exit transition and what worked (or didn't work) for them.

reddit.com
u/Icy_Level4607 — 11 days ago