HOW I HELP
Preparing Today.
Profiting Tomorrow.
I partner with privately held business owners to prepare, position, and execute strategic transactions that deliver maximum value.
Exit Readiness Assessment
An independent, written evaluation of the business as a buyer would see it today: value drivers, red flags, and what's fixable before you go to market.
Valuation & Value Creation Planning
A defensible view of what the business is actually worth, and how to frame it to support the strongest valuation.
Path-to-Market Roadmap
A prioritized, sequenced plan for closing the gaps the assessment finds, prepareing materials, contacting a broker and engaging with potential buyers.
Investment-Grade Deal Materials
The financials, data room, and buyer-facing materials a broker or banker will expect on day one, prepared before you hand the process to them.
