My service begins with a complimentary Business Analysis to assess the business gaps and opportunities, provide a comprehensive written report bench marking your company with your industry. It also includes a project plan with timelines and milestones, a cost analysis, and a schedule.
You may choose to work with any resource to assist you in this next phase. If you elect to work with me, there will be nothing binding you to any fixed duration or dollar amount. You may terminate the relationship at any time.
I also offer a suite of services and insights that will help you get to the next level of business success quickly and smoothly. That’s how I can ensure your success.
Why: I believe that every owner of a privately held business deserves to receive the highest
value; from their company during their ownership and for their company when they
How: I help to increase the true market value of your company, by maximizing the company
revenue, margin, profits, cash flow and EBITDA, regardless whether you are selling the
company soon, during your lifetime or passing it to the next generation,
What: I have unique experience, insights and the tools to help you achieve your top value!
My Commitment - If you ever receive an invoice for which you did not receive value, please do not pay the invoice. I guarantee the value for the time I spend with you.
I hold the following designations: Active Memberships:
Certified Public Accountant - Inactive American Institute of Certified Public Accountants Certified Business Exit Consultant® Washington Society of Certified Public Accountants
Alliance of Merger & Acquisition Advisors
International Exit Planning Association
Registered ExitMap® Advisors
CFO Resources Group
Professional Directors Association