Thank you for reaching out.

I’ll review your message and respond directly. If your company appears to be a fit, the next step is usually a short introductory call to discuss your business, your goals, timing, and whether I can be helpful.

I work primarily with owners of profitable software, SaaS, digital agency, IT services, accounting, manufacturing, and other service-based companies.

The most productive first conversations usually cover:

• Revenue and profitability
• Reason for considering a sale
• Ownership structure
• Customer concentration
• Employee count
• Timing
• Whether the business can operate without the owner’s daily involvement

If there is a potential fit, I’ll explain the process, what information is needed, and what buyers are likely to focus on.

Thank you again for contacting me.