Is Your Business Sellable? An Education.

You're curious about selling, maybe brokers have started reaching out. The first step is to understand what buyers actually value.

The Buyer's Perspective

Buyers aren't buying your past success; they are buying your future profits and taking on all the risk.

Here is what they look for (and what they penalize for):

✔ Owner Dependency: If the business only runs because you are there, its value is minimal. Can you take a 4-week vacation?

✔ Systems & SOPs: Are processes documented? Or is everything in your head? Buyers pay a premium for systems that are proven to work.

✔ Clean Financials (Buyer's View): A transition isn't apples-to-apples. I'll show you how a buyer really models your financials, including their debt and risk. This gets you to a real "market value," not just a "paper value."

✔ SBA Financeability: Are your books clean enough to get an SBA loan? If not, your buyer pool is tiny, and your price will reflect that.

✔ Risk Abatement: Do you have long-term contracts? Is 80% of your business from one client? High customer concentration is a massive risk flag that lowers value.

✔ Defensibility: Is the business recession-proof? AI-proof? What are the barriers to entry that stop a new competitor?

The Seller's Perspective

You need to define what you want from an exit:

✔ Your Legacy: Do you care about your employees and customers? Do you want your name to live on, or just take the cash?

✔ Post-Sale Life: Do you want to walk away clean? Consult? Stay on as a license-holder (RMO - Responsible Managing Officer)? We can structure a deal for any of these.

✔ Financial Outcomes: We'll model your scenarios. What does a "liquidation" or "asset-only" sale look like versus a "best-case" strategic sale? Understanding this informs your negotiation.

✔ Tax & Deal Structures: A cash-only sale has massive tax implications. We can explore creative structures (seller notes, upside equity) that can put more in your pocket.

✔ Risk & Reward: Are you willing to bet on the future upside? Your risk appetite determines the deal structure.

Do You Need a Perfect Score?

No. If your business had all of this, you'd already have big offers on the table. Most businesses don't. Some of these things, like customer concentration, can't be changed without fundamentally changing your business.

The goal isn't to be perfect; the goal is to understand what type of buyer is best suited for your business. From there, we can dig into the trade-offs you're willing to make to maximize your exit.

From Education to Profit

You understand what buyers value. Here's how to build it.

Start on Your Own

My goal is to give you the framework to do this yourself.

The Resources section provides books, frameworks, and key concepts to help you assess your business from a buyer's perspective. You'll learn to evaluate owner dependency, document systems, understand financial modeling, and build the operational foundation that buyers value.

Start with Free Resources

If You Want Help

If you want a partner to accelerate the process, we can partner. I become a dedicated student of your business and your craft. I maintain a singular focus on your operations: no multiple listings, no distractions.

My goal is to implement systems that make your business so efficient and profitable that when you do decide to sell, it commands maximum value.

The Partnership Process

We work through three stages, building three core pillars along the way: Financial Clarity, Operational Systems, and Data & Scalability.

STAGE 1

Immerse & Get Intimate

Full operational immersion. I learn your key drivers, model financials from a buyer's perspective, and develop deep technical expertise in your domain.

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STAGE 2

Strategize & Build

We establish Financial Clarity and Operational Systems. We model your financials from a buyer's perspective, create clean SBA-financeable books, document processes, develop SOPs, and implement systems that reduce owner dependency.

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STAGE 3

Prove & Scale

We establish Data & Scalability. We implement metrics, dashboards, and data infrastructure that demonstrate your business's value. The goal: a business ready to sell. When buyers can see clear data, proven systems, and independent operations, your business is sellable.

Fee or Equity

You choose how we engage. Both paths are designed to grow the pie, not just divide it.

Partnership for Fee

I execute the full optimization framework for a project fee. You retain 100% of the equity and 100% of the increased exit value.

Ideal when: You have capital available, prefer to retain full equity, or want a defined-scope engagement with clear deliverables.

Explore Fee Partnership

Partnership for Equity

I waive my fees and perform the full optimization process in exchange for a small, minority equity stake. My success is 100% aligned with yours at exit.

Ideal when: You prefer to preserve cash flow, want aligned incentives, or believe the business needs significant work that justifies sharing equity.

Explore Equity Partnership

As I learn your business inside and out, I may become a logical buyer at the end, since we've built something together that I'm positioned to continue growing. But that's a conversation for later. Right now, the focus is on building a sellable business.

My Mission & Profile

From Tech Scale-Ups to Main Street

My "Why": A Creative Challenge

My career has been spent in high-growth tech and consulting. After consulting for Private Equity firms buying HVAC companies, I saw a clear gap: "traditional" businesses are the backbone of our economy, but they are often undervalued because they lack the systems to prove their full worth.

I am not a corporate investor focused on stripping assets. I am an operator seeking a creative and financial challenge. I want to acquire or partner with businesses built on high-quality workmanship and grow them by applying the same discipline I used at tech scale-ups.

Proof of Discipline & Capability

I thrive on solving complex organizational problems. My background is a unique blend of high-level analytics and hands-on operational grit.

✔ Scaling Experience: 10+ years in data and operations at three acquired or IPO'd tech scale-ups (Snowflake, LinkedIn, TripAdvisor).

✔ Analytical Rigor: M.S. in Applied Math & Statistics; Certifications in AI, Supply Chain Optimization, and Financial Modeling.

✔ Hands-On Experience: Prior multi-unit franchise owner, data consultant for PE firms, and electrical crew volunteer (Habitat for Humanity).

✔ Personal Grit: A 2x Ironman Finisher who understands that discipline and perseverance are the keys to long-term success.

Let's Start the Conversation

My goal is to have the most productive, high-quality conversation possible.

I have detailed my mission, my resources, and my partnership framework on this site. If my "bigger pie" approach resonates with you and you are a high-quality owner who is serious about building a sellable, legacy asset, I am ready for a confidential discussion.

To ensure our call is efficient and respects your time, please be prepared to discuss your primary challenges and goals.

Schedule Your 30-Minute Call

Your Business is Great. But is it Sellable?