As a Business Broker / M&A Advisor, I offer a hands-on, high-touch level of service to my business clients across the USA. My sell-side services cover the entire process of preparing your business for sale, finding potential buyers and negotiating terms of sale. I’ll be with you and your trusted advisors at every step of the journey.
I offer a hands-on, high-touch level of service to my business clients. My services cover the entire process of preparing your business for sale all the way through closing and transfer of funds. I’ll be with you and your trusted advisors on every step of the journey.
I spent over 15 years in various corporate development roles in Silicon Valley early in my career. I held numerous positions in large software companies like Oracle, Siebel Systems, and Suse Linux. By my mid-30s, I got bitten by the entrepreneurial bug. I had the opportunity to take over and transform a commercial printing brokerage business. Over six years, my commercial print brokerage grew to become the 3rd largest in the country. We had a staff of 35 employees and contractual relationships with over 40 commercial printers across the country.
When it came time to sell the brokerage business, I tried to find a business advisor who understood how the software we created was an essential aspect of our business and was responsible for much of our success. The brokers I was able to find didn’t understand my software-based company. In the end, I finally sold the business myself.
After my experience, I realized there was an opportunity in the market to help other owners exit. I now use my expertise to understand your business and get you the best deal possible.
My typical clients are owners of companies with $3m-$20m in revenue and 20-50 employees located within the USA. My extensive buyer network consists of Private Equity, Family Office, and SearchFund organizations across the USA and Canada. In addition, I reach out directly to corporate strategic buyers when appropriate.
I’m also a big believer in exit planning. Knowing what comes next is key for an entrepreneur who has built a business from the ground up. For that reason, I hold a CEPA designation. I maintain a network of other advisors to help my clients plan and execute their business exit. This network includes attorneys, CPAs, and Financial Advisors.