I work with business owners who are considering selling their businesses now or within the next several years. An ideal referral is an owner who wants to understand the value of their business, prepare for an eventual exit, explore a confidential sale, or discuss succession options. I also work with qualified buyers, entrepreneurs, and investors seeking established businesses. Valuable referral partners include CPAs, attorneys, financial advisors, commercial lenders, real estate professionals, insurance agents, and consultants whose clients may be experiencing ownership transitions.

Please introduce me when a business owner: • Is thinking about selling or retiring• Wants to know what their business may be worth• Has received an unsolicited offer• Is considering succession or an exit strategy• Is experiencing partnership, health, or family changes• Wants to sell confidentially• Needs guidance preparing the business for sale• Is looking to acquire another business I am always happy to have a confidential, no-pressure conversation. As a former owner of multiple businesses, I understand business challenges firsthand and can also serve as a valuable referral resource by connecting members with trusted professionals across many industries.