Questions keeping you up at night
"Will I actually get what I think the business is worth?"
"How much of my net worth is tied up in something I may not be able to sell?"
"What happens if I go to market and no one bites?"
"What if I have to take less — or worse, seller financing — to get a deal done?"
If you're a family or privately owned business owner thinking about selling in the next few years, these questions deserve honest answers — not a sales pitch.
I work with owners 3 to 5 years before they go to market, so that when the time comes, you're in control of the outcome.
The Hard Truth
Most owners wait too long.
By then, it's too late to fix what buyers will discount.
The average business owner spends decades building something meaningful — and then, when they're finally ready to sell, they discover that the business isn't ready. Revenue is too concentrated in one customer. The owner is too central to operations. The financials don't tell the story a buyer needs to hear.
These aren't unfixable problems. But they take time to fix. Time most owners don't have once they've decided they're done.
"The value of your business is not what you think it's worth. It's what a buyer is willing to pay — and those two numbers are rarely the same."
The gap between those two numbers is where years of hard work get left on the table. My work is closing that gap — before you go to market.
How I Work
I'm not a broker. I'm not trying to sell your business.
My role is to sit alongside you — years before a transaction — and help you see your business the way a buyer will. Then we work together to close the gaps, strengthen the story, and make sure you're not leaving value behind.
Every engagement starts with five honest questions. The answers tell us exactly where you stand and what needs to change before you go to market.
Your personal readiness to exit
Are you emotionally and practically ready to step away? This question matters more than most owners expect.
Your financial readiness to exit
Will the proceeds from a sale actually fund the life you want? We run the numbers before you commit to a path.
Your business's current value
What would a buyer pay today — and why? We establish an honest baseline, not a hopeful estimate.
Your business's potential value
What could the business be worth with the right changes in place? This is where the real opportunity lives.
The 3–5 changes that move the needle most
Not a long list of improvements — a focused set of high-impact changes that drive valuation before you go to market.
Why Now
The 3 to 5 years before you go to market are the most valuable time you have.
This window is when you can still change the outcome. You can restructure how the business runs without you. You can diversify your customer base. You can clean up the financials and build a track record that supports the valuation you want.
Once you're in the market, that window is closed. The business is what it is — and buyers will price it accordingly.
Start Here
This isn't a sales call.
It's a conversation.
If you're a business owner who's starting to think about what comes next — even if "next" is still years away — I'd like to hear where you are.
No pitch. No pressure. Just an honest conversation about your situation and whether there's a way I can help.
Schedule a Call
A 30-minute call to talk through where you are, where you want to be, and what it would take to get there.
Confidential. No obligation. I work with a small number of clients at a time.