Prior to specializing in divesture strategies, I spent 20 years developing and honing my succession and exit planning expertise by serving owners of middle market companies as their Chief Financial Officer. A significant portion of my career has been successfully handling turnaround and financial restructuring work for companies with revenues between $6mm and $115mm across various industry sectors.
My areas of expertise include business valuation, mergers and acquisitions, developing and implementing strategic business plans, value enhancement, right-sizing, cost cutting, structuring and financing.
My decision to specialize in divesture strategies came after observing my father’s business exit, after which I realized that most middle market business owners don't have access to the specialized resources essential when planning and executing their exit. Consequently, they skip the strategic and preparation step in the divesture process, resulting in post-exit remorse with significant wealth left on the table.
I chose this specialized field to fill this real and rapidly growing need and as a means to a meaningful and gratifying career.
Business owners: prepare for the single largest financial transaction in your lifetime.
There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about as a business owner.
The right way to find the best buyer for your company when you are ready to sell. Develop the ultimate strategy to source and choose the right buyer for you.
Private business owners: most of the statistics are not in your favor. Here's how you can break out of this cycle.
We asked seasoned exit planning professionals how to avoid leaving wealth behind when selling a company. Their answers educated and inspired us.
A management buy-out or buy-in can be an excellent alternative to selling your company. Here are three steps to help you evaluate if selling to your management team is...
Economic Value is a great tool to ensure your private company can deliver you market rate or above returns. Sadly, it is not broadly utilized by private companies.