How Can I Help?

“As a business broker and Certified Exit Planning Advisor (CEPA), I work in guiding you, a business owner, through selling your business from accurate valuations and strategic marketing to negotiating with buyers. In short, I  manage the entire process for you. My focus is to ensure a smooth, successful transition, protecting your interests, and preserving your business’s legacy, all while working to get your business sold at the best possible price.  Let’s connect!”

My Services

Business Sales

I advise clients through the often daunting process of selling their business.

Valuations

My broker opinion of value offers an accurate valuation of your businesses value in the market for better decision making.

Exit Planning

I help owners organize and prepare to build value while they position their firm for a successful sale at best price.

Acquisition Searches

I provide business searches to source quality acquisitions for strategic and financial buyers.

The Journey to a Successful Transition to Retirement as a Business Owner

Comprehensive Business Assessment

Every business is unique, and understanding its potential is key to a successful sale. I begin by conducting a thorough assessment to provide a clear perspective that sets the stage for success:

  • Identify key value drivers and operational efficiencies.

  • Uncover market opportunities to enhance appeal.

Understanding the unique strengths, challenges, and potential of your business is the cornerstone of a successful sale. I begin every engagement with a thorough assessment, identifying key value drivers, operational efficiencies, and market opportunities. This comprehensive analysis provides the foundation for a tailored and effective sales strategy..

High-Level Business Valuation

Valuing your business is a crucial step in preparing it for sale and establishing realistic expectations. I provide a high-level valuation using proven methodologies and market insights to give you a clear understanding of your business’s worth.

  • Establish a fair and attainable price point.

  • Align valuation with current market trends and your personal goals.

This process ensures your business is positioned competitively and appeals to potential buyers who recognize its value.

Professional Marketing Expertise

Selling a business requires a strategic marketing plan to attract the right buyers and highlight its unique value. I craft marketing materials that emphasize your business’s strengths and potential, ensuring it stands out in the marketplace.

  • Develop detailed and professional business profiles.

  • Implement targeted advertising campaigns tailored to attract qualified buyers.

These efforts generate interest, build trust, and position your business as an exceptional opportunity. By combining creativity with professionalism, I ensure your business inspires confidence and appeals to the right audience.

Skilled Negotiation and Advocacy

Negotiation is where deals are made or broken, requiring expertise and a clear strategy. I serve as your trusted advocate, working diligently to secure the best possible terms for your business sale.

  • Address buyer concerns and structure deals strategically.

  • Protect your interests while facilitating constructive dialogue.

By combining expertise with a collaborative approach, I ensure the negotiation process is smooth and results in an agreement that aligns with your goals.

Guidance Through the Closing Process

Closing a business sale involves navigating legal, financial, and operational complexities, making experienced guidance essential. I work closely with you to ensure all requirements are met and every detail is handled professionally.

  • Address potential roadblocks with proactive solutions.

  • Coordinate with all parties to ensure a smooth transition.

My commitment is to make the closing process seamless, giving you confidence as ownership transitions to the next chapter.

Friendly and Professional Service

I take pride in being approachable and genuinely invested in your success, combining expertise with a personal touch. My goal is to make selling your business a seamless and rewarding experience.

  • Provide clear and honest communication throughout the process.

  • Offer unwavering support tailored to your unique needs.

Selling a business is a significant milestone, and I strive to ensure you feel confident and supported every step of the way. Together, we can achieve a successful transition that reflects your hard-earned success.