How I can help you
I help individuals thinking about a transition.
1. buying a business?
2. selling your business?
3. exploring alternatives to selling your business?
As a CFO and business owner who has bought and sold several small businesses, I can suggest questions you need to ask yourself, help you focus on a plan, and offer specific steps to achieve your goal.
If you are a buyer, let’s identify the right business for you, analyze the asking prices, and lay out a plan for due diligence. Happy to refer you to financing sources, explain the various business structures, the pros and cons of partners, and most importantly help you from overpaying.
If you are a seller, I have specific suggestions on how to structure your business to make it attractive to a qualified buyer. The process may take time so best to start planning way ahead of making the decision to sell. Selling a business is time consuming and fraught with risks and issues.
If you own a business and on the fence about your future, let’s discuss your situation. You may have more options than you think? Do you have a family member who is interested in joining the business? Should you sell to a non-family member? What are the pros and cons of listing the business with a broker? What if we could change the business that suits your lifestyle going forward; might that be a better option?
Available to talk to anyone by phone or Zoom anywhere in the US.
Areas of Expertise
- Management & Operations
- Professional Services
- Real Estate