To shift the balance of power in favor of the business owner as they approach their exit.
I work with business owners and professionals nationwide. My focus is to maximize business value to meet owner's objectives. My clients have a strong commitment to financial performance, ready to invest time and substance to achieve goals, able to make decisions and willing to do the work needed for improvement. With retirement fast approaching (or suddenly upon them), many owners find themselves unable to defend the value of their business.
To provide the tools you need to document the performance of your company so, when the time comes, you can successfully defend the value of your business.
To maintain confidentiality and to represent the best interest of those that put their trust in me. To fully discharge my responsibilities to help business owners realize full value when the time is right.