Strategic Business Transitions for Your Encore Career

The Surgeon's Precision Meets Exit Strategy. After 30 years building and selling my oral surgery practice, I've honed a unique approach to business transitions. The sale isn't the end goal for me—it's the launchpad. Instead of just focusing on maximizing transaction value, I design transitions that not only fund but also fuel your next chapter. My real-world experience, having successfully navigated my practice sale and business transition, ensures that every aspect of your exit strategy, from initial valuation to final closing and beyond, is meticulously planned and executed.

Selling Smart to Fund What's Next. Your business sale isn't just a retirement plan—it's a strategic reinvestment opportunity. I specialize in helping high-achieving professionals strategically transition their current ventures to create maximum capital and freedom for their Encore Career. Whether you're selling your medical practice to become a healthcare consultant, transitioning your business to focus on board positions, or liquidating assets to fund your next entrepreneurial venture, we meticulously plan every detail of your exit to ensure it accelerates your evolution.

Beyond the Transaction: Complete Transition Strategy. While traditional advisors celebrate at closing, my work intensifies afterward. I've learned that successful business transitions require three critical phases: strategic preparation (maximizing sale value and ensuring a secure future), seamless execution (managing complex negotiations), and purposeful transformation (launching your Encore Career). My clients don't just sell their businesses—they strategically transition into positions of greater influence, impact, and often income. When you've built something extraordinary, your exit strategy should be equally exceptional.