I work with business owners across 12+ industries planning an exit in the next 2 to 24 months. Whether it is a full sale or a phased step-back, I bring 2,000+ active investors and a process that protects what you have built.
You did not build your business to hand it off carelessly. I work across industries to structure exits that preserve your legacy, protect your team, and unlock the full value of what you have built.
I do not list your business and hope for the best. I match it directly with qualified, active investors ready to move on your timeline.
Every conversation is protected. I start with an NDA before any information changes hands, and your staff and clients never hear a word until you are ready.
To explore working together, all I ask for is an NDA and your financials. No retainers, no lock-ins, no pressure. If it is not the right fit, we part as friends.
Whether you own a dental practice in Tampa or a SaaS company in Austin, if you are thinking about your next chapter, I want to hear from you.
P&C, life, health, and specialty lines — all sizes, all markets.
Software businesses with recurring revenue and established customer bases.
Direct-to-consumer brands with owned traffic and proven sales channels.
MSPs, IT service firms, and tech-enabled businesses with stable contracts.
Aesthetic, wellness, and dental practices with strong patient retention.
Full-service agencies, PR firms, staffing, and creative service businesses.
Cash-flow positive manufacturers across all product categories and scales.
Home health agencies and residential care communities with active buyer demand.
CPA practices, CFO services, and bookkeeping firms with $300k+ annual net income.
Pharma distributors and medical supply companies with strong buyer interest.
Regional banks, credit unions, and fintech platforms seeking strategic exits.
Don't see your industry? Reach out. If your business has cash flow and you're thinking about an exit, I want to talk.
No bureaucracy. No wasted time. Just clear steps that move at your pace.
We start with a brief, no-obligation call. I learn about your business, your goals, and your ideal timeline for a transition.
Sign an NDA, then share three years of financials and your last 12 months of P&L. If you do not have a CIM, I help you build one.
I match your business with qualified investors from my network of 2,000+ who align with your deal structure and goals.
Whether it is a full sale, partial exit, or phased step-back, I help structure a deal that reflects the value of what you built.
My focus is on preserving what you have built while helping you unlock the value of the business in a way that feels right for you.
Whether you are ready now or just starting to think about it, I would love to hear from you. No pressure, no obligations.