I spent years working in corporate finance and strategy, working for a Fortune 100 company, a multi-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.

Experienced in but not limited to the following services and sectors. Contact for a full list.