HOW I HELP

I meet owners where they are and help them get to where they want to be.

Explore our range of services designed to help you move forward with confidence, wherever you're headed next. Every engagement starts the same way: I want to understand your business before I suggest anything. The first conversation is about education and clarity, not about getting you to commit to anything. From there, here is how I typically work with owners.

  • Operations and Growth.

    For owners who want to run a better company regardless of their exit timeline. A business that runs well is worth more, is easier to grow, and is less dependent on you to function.

    What we work on

    • Owner dependency and bottlenecks

    • Sales process and pipeline visibility

    • CRM structure and follow-up discipline

    • Process documentation and role clarity

    • Reporting and accountability systems

    • Revenue consistency and lead flow

    • Operational workflows and handoffs

    Outcome: A business that runs more consistently, depends less on you personally, and is worth more to a future buyer — even if that sale is years away.

  • Exit Readiness.

    For owners who are starting to think seriously about timing. Most owners have never been taught how to calculate what their business is worth or what a buyer is actually looking for. We start there.

    What we work on:

    • Business valuation education and SDE analysis

    • Owner dependency assessment

    • Revenue quality and customer concentration

    • Systems and documentation review

    • Financial clarity and reporting

    • Buyer perception and positioning

    • Timeline and value improvement planning

    Outcome: A clear picture of what your business is worth today, what is hurting that number, and a practical plan to improve it before you go to market.

  • Deal Support.

    For owners who are ready. I help structure and navigate the sale process, and I bring something most advisors cannot: direct access to a vetted network of serious, capital-ready buyers who are actively looking to acquire businesses.

    What I bring:

    • Access to vetted, qualified buyers

    • Austin-based buyer relationships and network

    • Deal structure guidance and options

    • Buyer qualification and fit assessment

    • Process management from offer to close

    • Coordination with attorneys and accountants

    • Transition planning and seller support

    Outcome: A smoother, better-informed sale process with access to buyers who are ready to move, not tire-kickers from a listing platform.

WHERE TO START

Not sure which of these fits your situation?

That’s what the first conversation is for. Tell me where you are and what you’re trying to figure out. I’ll be straight with you about whether or not I can help.

Schedule a Conversation