I spent years working in corporate finance and strategy, working for a Fortune 100 company, a billion-dollar private equity owned company, and even a non-profit organization. I{ve had the opportunity to lead impactful initiatives ranging from real estate strategy and operational improvement to capital planning, performance optimization, mergers and acquisitions, and business valuations. This has given me a well-rounded perspective on what drives value in a business, and how to improve it.
Now, I bring that experience to business owners who are preparing for one of the most important financial decisions of their lives: buying or selling a business.
I work closely with owners to help them understand what a business is worth, identify opportunities to grow that value, and develop a smart, strategic plan to move forward. For sellers, my approach starts with a comprehensive valuation to uncover key value drivers and areas for improvement, followed by targeted positioning to stand out in the market and attract the right buyers. For buyers, I help evaluate potential acquisitions, assess risk, validate value, and structure deals that align with long-term strategic goals.
My mission is simple: to help entrepreneurs and owners turn years of work, or a smart acquisition, into a result that’s not only financially rewarding, but also aligned with what comes next. Whether you{re selling or buying, you deserve clarity, confidence, and a strategy that sets you up for long-term success.