Scale Your Firm. Systemize Operations. Exit on Your Terms.

Helping Founders of CPA, Law, and Real Estate Firms by Increasing Revenue, Reduce Owner Dependency, and Receive Higher Valuations. Creating Value and Achieving Profitable Exits.

Your Strategic End-to-End Partner

Unlike general business coaches or broad M&A brokers, I provide comprehensive solutions for every stage of your business journey. My focus is on clear, measurable outcomes to help you grow and exit successfully.

Asses & Plan

Get a free report and strategic roadmap to understand your operations, boost profitability, and achieve your goals.

Systemize & Scale

Optimize deficiencies and automate processes to increase revenues by 20-50% through clear SOPs and efficiency.

Exit Strategically

Receive expert partnership for diligence, negotiation, and transition stability when you're ready to sell by offering post-close support.

Move at Your Pace.

The smartest time for many firm owners to start the conversation about selling their business is often long before they feel ready to do so.

Instead of pressure, my goal is to offer objective guidance, helping you understand what a future sale could look like and how to approach it with a clear strategy.

I work exclusively and selectively.

Tailored exit strategies for founders who value clarity. Leverage my experience and network for your ideal outcome.

1-3

Client Deals Per Year

10+ Years Assisting Founders in Succession

30+ Brokers with Buyers Ready

Frequently Asked Questions

What if I'm not ready to sell right now?

Many business owners aren't ready to sell immediately, and thats okay.

The best time to start the conversation is often well before you're ready to sell. We can help you with the strategic preparation needed to ensure you get the best outcome on your own timeline.

How long does the process take from start to close?

While every transaction varies, most typically close with in 6-18 months from initial preparation. This timeline is influenced by your readiness, market conditions, and overall complexity of the deal.

What size firms do you work with?

I work with small and mid-sized firms, generally in the $500k-$25M+ revenue range. My work is focused on helping you the succession that works best for you. Specifically, we aim to improve EBITDA, reduce owner dependency, and make the firm genuinely transferable so it can be run without everything flowing through you.

How do fees work?

While all fees are tailored per each client's needs, fees match the work we do and the results we achieve together. The structure can change depending on your needs, timeline, and scope. Compensation is based on a successful transition, plus the work required pre and post transition. I ensure full transparency is provided early in our discussions.

Why not just sell on my own?

Preparation for selling a business is a another full-time job that takes you away from your day to day operations of client work and running a profitable business. An advisor allows you to remain in control of your business while the complex processes of preparation, diligence, buyer vetting, negotiations, and more are all handled for you.