the epic advantage

with vic keller

97 businesses I’d bet on in any market

February 18, 2026
3 days ago

3 min read

Hey Reader, If I were starting over today, I wouldn't chase the most exciting opportunity. I'd chase the most durable one. Most founders get this backwards. They build something that makes money but owns them. You have two ways to fix that. Keep guessing and pay for the lessons the hard way Get in a room with someone who's already built it I'm taking 20 founders to Montana in Q1. Two days. My home. The operating system behind billions in enterprise value. A few spots left. ​Click here to see what two days could do for your 2026​ Now let me show you the difference between a business that prints cash and one that drains you...

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What frees you today may burden you tomorrow. True for life choices, business choices, financial choices…

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This Week's Insight

From My Desk

97 Durable Businesses I’d Own In Any Market

I wish every business I’ve ever owned was a durable business.

A durable industry will make you fall in love with the game of business.

A non-durable industry will wreck your sleep and fast-track you to an AARP membership.

Non-durable businesses run on hustle, heroics, and more luck than most of us have.

Want to make your life 10x easier?

Give yourself a head start.

Build in a durable industry.

Save this for later:

7 Signals of a Durable Opportunity

Durable businesses. Great to start. Great to buy.

Here are some signs I look for, whether I’m investing, buying, or starting a business:

  1. The Scheduling Test: If a business books out 2-3 weeks consistently → unmet demand = opportunity.
  2. The Renewal Reflex: If most customers renew out of habit rather than persuasion → the business doesn’t sell, it embeds.
  3. Reputation Arbitrage: Weak competitors with strong inbound demand = easy wins.
  4. The “White Van” Rule: See plain white service vans in your city? That’s a category with demand, fragmentation, and low brand loyalty → the ideal landscape to consolidate and win.
  5. The “Break/Fix” Baseline: The sweet spot for demand is when your core service is for something that will break and can’t be ignored.
  6. Contract-Heavy Revenue: When 50%+ of revenue comes from contracts, memberships, or retainers.
  7. Supply-Chain Leverage: When bulk-buy discounts, vendor agreements, or rebates materially improve margin, the business grows stronger as it scales.

The Durable 97 (& why these industries work)

Patterns you’ll notice immediately:

These industries serve…

  • Things that break
  • Things people can’t ignore
  • Things with repeat schedules
  • Things that require compliance
  • Things customers outsource by default
  • Things no one brags about on Twitter

Some people call these “boring businesses.”

Personally, I find them incredibly exciting.

You will too after you see the inside of a good one.

How to Build Durably

Every time I’ve had a business that drains me, fights me, makes me feel stuck, or keeps me up at night, it’s because it was fragile.

If you own a business, you should be asking one question right now:

How can I make this thing more durable?

Starting in a durable industry gives you a head start. But any business can take steps toward durability.

I made a quick quiz to diagnose your next step. Fill it out in 2 minutes here.

And if you’re searching for a new venture?

Pair any of the above industries with:

  • Your natural interest and curiosity.
  • Some entrepreneurial grit.

And you’ll be onto a durable business that will pay you twice:

In cash flow & in an exit.
In money & in freedom.

PS: You can spend another year building something that owns you. Or you can spend two days fixing it.

See If You Qualify

Next steps

Action is the Advantage

If you’re like me, your to-do list is long. So I pulled out the highest-leverage actions from this week’s newsletter.

If you already have a business:

Review the 7 signals & run the durability diagnostic.

If you want a business someday:

Research 3-5 businesses from The Durable 97 that strike you.

Reply with where your head’s at, and I’ll keep you accountable.

Vic Keller

17x founder. 9 exits. 3 to Berkshire. Subscribe to get the advantage I wish I had when I started.

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