Short Bio

-Background in accounting, finance, fractional CFO, data analytics

-Former business owner, and ran several companies

-Our goal is to maximize value, minimize taxes, provide clarity, and ensure it’s easy to work with us and our referral partners

About My Business Owner Services

Business Brokerage

-Valuation

-Brokerage services, (sell side), bring buyers to you (business listing, contract negotiation, due diligence management)

-Acquisition advisor & opinion of value (buy side)

Certified Exit Planning Advisor (CEPA)

-Discovery assessment (identify the ownership’s goals)

-Exit planning & value advisory services (improve the attractiveness of your business) GROW or EXIT

What Types of Businesses Am I Best Able to Help?

Small to mid size business owners

Size = 500k to 25MM

Industry = Agnostic

Location = anywhere in the US (we work primarily in the Southeast, Midwest, and East Coast)

Types of Clients

Business Owner Ready Now = owner is ready to sell / exit the business short term (6 months to 24 months)

Business Owner Planning for Exit Down the Road = 24 months to 15 years

Investor (pre-acquisition) = Planning the Exit Before They Acquire the New Business

Buy side (pre-acquisition) - how to structure a deal, due diligence, valuations