Clear, practical advisory for owners, buyers, and sellers.
I help you see the whole picture, organize what matters, and make confident decisions about buying, selling, or improving a business—without pressure, jargon, or hidden agendas.
Who this consulting is for
You’re responsible for a real business, not a theory. You want calm, direct input from someone who has sat on both sides of the table—without being sold a listing, a loan, or a long-term contract.- Owners: Preparing to sell, improve, or simply get a clearer picture.
- Buyers: Evaluating a specific opportunity or comparing several options.
- Sellers: Getting ready for buyers, brokers, and due diligence.
- Operators: Needing a practical outside view on systems, documentation, or risk.
How the work is structured
Every engagement is scoped clearly up front. You’ll know exactly what we’re doing, what I’ll deliver, and how we’ll communicate—before you commit.Independent
I don’t take listings, commissions, or referral fees. My only job is to give you the clearest possible view of your options.Modular
Each service is a defined module with its own scope, price, and deliverables. You can start small and add depth as needed.Documented
You leave with written, practical output you can revisit, share with partners, or use with your other advisors.Consulting services
Each service below links to a dedicated page with scope, process, and sample deliverables.Business Readiness Review
A structured review of your business from a buyer’s perspective, with clear, written findings and priorities.- Owner interview and document review
- Risk, strength, and gap summary
- Practical next-step recommendations
Buyer Clarity
Calm, independent input on a specific business you’re considering—numbers, risks, questions to ask, and what to watch.- Deal and document review
- Key questions and red flags
- Written summary you can share
Seller Clarity
A practical look at how your business will appear to buyers and brokers, and what you can improve before you go to market.- Pre-market readiness review
- Documentation and story alignment
- Priority list for the next 6–12 months
Project-Based Advisory
Short, focused engagements around a specific decision, transition, or internal project where you want a steady outside voice.- Defined scope and time frame
- Regular check-ins and notes
- Clear wrap-up and next steps
Valuation Prep & Documentation Review
Organizing financials, narratives, and supporting documents so your business is easier to understand, value, and underwrite.- Document checklist and gaps
- Clean, buyer-ready organization
- Notes for your CPA and attorney
SOP & Process Documentation Support
Turning what’s in your head—and your team’s heads—into simple, usable documentation that supports operations and future transitions.- Identify critical processes
- Draft simple, owner-friendly SOPs
- Set a repeatable documentation rhythm
What working together feels like
The goal is not to impress you with complexity. It’s to give you a calm, accurate view of where you stand and what to do next.Calm, direct conversations
We move at a steady pace. You get space to think, ask questions, and push back.Written, practical output
You leave each engagement with something you can use—summaries, checklists, and next steps in plain language.Aligned with your other advisors
My work is designed to sit alongside your CPA, attorney, and lender—not replace them.Want to read first?
If you’re not ready to schedule anything yet, you can start with the Resource Library. It’s the same tone and approach you’ll experience in a paid engagement.
Browse the Resource Library
No email required. Just practical articles on buying, selling, and preparing a business.
Start with a short conversation
If you’re looking at a specific decision—or just want a clearer picture of where you stand— we can start with a brief, no-pressure call to see whether one of these services fits.
Schedule an initial conversation
I’ll respond personally. No mailing lists, no automated follow-up.