I help Southern California business owners navigate their most significant transaction: the sale of their company.

With 5 years of experience as a sell-side M&A Advisor, I specialize in guiding clients through the entire selling process to achieve the highest possible sale price and the most advantageous terms.

My foundation is in business valuations. As a Certified Valuation Analyst (CVA), I provide defensible, objective reports that accurately pinpoint your company's value—the essential first step to a successful exit.

I am part of a multidisciplinary team of CPAs, CEPAs, Financial Advisors, and Attorneys. We don’t just sell businesses; we enhance their value. Through strategic exit planning, financial planning, and fractional CFO services, our single goal is to increase your company’s worth.

We work to optimize your financial efficiency and decrease risk, giving you the leverage to exit on your terms and transition confidently to the next stage of your life.

Specialties: Sell-Side M&A, Business Valuation, Exit Planning, Value Enhancement, Financial Planning

Serving business owners in Murrieta, San Diego, Riverside, and Orange County.