Cubiczan: Value Creation Through Automation & AI
Acquiring, optimizing and exiting small businesses for maximum realization in the US market. We leverage automation and AI to unlock hidden value throughout the business lifecycle
The Lifecycle Of Value
Acquire
Strategic entry through off-market hunting
Optimize
Operational alpha via automation
Monetize
Strategic staging for liquidity events
A continuous cycle centered on value creation, with each stage building upon the last to maximize business potential and market positioning.
Why Acquisition Outperforms Organic Growth
The Organic Trap
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High risk of failure
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Zero immediate cash flow
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Team building from scratch
The Acquisition Advantage
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Instant profitability & turnover
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Existing ecosystem & suppliers
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Operational infrastructure included
Success requires "Industrial Logic" (Operational Synergies) over "Financial Engineering" in the $28 trillion US market.
The 'Hunter' Strategy: Off-Market Value
55%
Founder-Owned
M&A transactions involve founder-owned companies. Best assets rarely listed publicly.
01) Brief (1 Week)
Define industrial objectives
02) Intel (2-3 Months)
Proprietary databases & succession indicators
03)Qualification (3-4 Months)
Direct contact & cultural assessment
04) Development (3-6 Months)
Strategic alignment & NBO
05) Diligence (3-6 Months)
Parallel analysis: Finance, Tax, Legal
Cultural alignment is the hidden deal-breaker in off-market transactions.
Turning Execution Hurdles into Advantages
Navigation as Advantage
CFIUS Fast Track Pilot Program showcases commitment. Use detailed HSR requirements to demonstrate rationale.
Strategic Structure
​Secure US banking relationships pre-deal. Leverage seller financing to align interests.
The Retention Engine
Culture is the primary competitive advantage. Assess leadership styles during identification phase, not post-close.
Designing for Financial Viability
​"By failing to prepare, you are preparing to fail." — Benjamin Franklin
Is the business leak-proof?
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Personal expenses on books?
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Redundant costs?
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Inefficient vendor contracts?
Is the revenue sticky?
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ustomer Concentration Risk (>10% single client)
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Pricing Stagnation (No raises in 10+ years)
Cost Containment & Workforce Efficiency
The Opportunity
7%–35% savings in indirect expenses (Logistics, Telecom, Insurance) through 'Clean Slate' strategy.
Employer Benefits
Reduced FICA Tax (~$681/employee/year), lower Workers' Comp (30–60% reduction), zero net cost.
Employee Benefits
Net pay increase ($50–$400/month), $0 copay virtual urgent care via Section 125 Cafeteria Plan.
Clean Slate approach unlocks massive Enterprise Value. $3.8M annual savings creates $38M value at 10x multiple.
Revenue Automation: The AI Referral Engine
Automating the demand-supply match for high-margin revenue with capital-light, near-zero marginal cost model.
Demand Agents
Scrape SEC filings and job posts
Matching Engine
Route and qualify leads
Supply Agents
Partner with providers, 10–20% fee
Revenue
Earn $1k–$7.5k per closed referral
This automated system targets professional services, SaaS, and construction sectors, creating scalable revenue streams without traditional sales overhead.
Pre-Exit Value Creation: Staging the Asset
​Only 10% of listed businesses sell. Optimization starts 3 years prior to maximize valuation and buyer appeal.
The Seller (Founder)
Motivated by human factors: divorce, health, fatigue. Seeking a 'steward' for the legacy.
The Buyer (PE)
Motivated by financial logic: scale, add-on acquisitions, and arbitrage opportunities.
52%
Non-Backed Deals
Share of non-backed M&A deals in 2023
'Human' issues drive the timing; 'Financial' issues determine the price.
The Value Creation Dashboard
Acquire
Prioritize Industrial Logic. Hunt off-market, founder-owned targets (55% of pool). Leverage regulatory reviews as advantages.
Optimize
Audit Indirect Spend (7-35% savings). Implement Section 125 Wellness Plans. Deploy AI Agents for referral revenue.
Monetize
Start staging 3 years pre-exit. Diversify customer base (<10% concentration). Enforce strict confidentiality & momentum.
The market rewards preparation. The differential between average results and maximum value is data-driven discipline across acquisition, optimization, and exit.