Whether you’re preparing for the next stage or simply want to understand your business’s true value, we empower you with clarity and confidence. Our expert insights help you make informed decisions—on your timeline, for your future.
From business valuations to growth planning and strategic exits, we partner with owners like you to unlock potential and build toward a successful transition—whenever the time is right.
We specialize in delivering thorough valuations for privately held companies. With years of experience across industries and transaction types, we’re dedicated to helping owners understand the financial landscape of their business—Whether for future planning, your future succession plan, or future sale of the business.
Every valuation is backed by data, integrity, and personalized service. We take the time to understand your goals and provide insights that support informed decision-making.
Business Valuation for Exit Planning
Prepare for a sale or merger with a clear understanding of your business’s worth, empowering you to negotiate with confidence.
Custom Advisory & Consulting
Gain clarity through personalized valuation insights, whether you’re benchmarking performance or planning for future growth.
If you have questions about the valuation process, or need a quote, we’re here to help.
I’m a seasoned advisor with a passion for helping business owners understand their worth and chart a clear path forward. With years of experience in business valuation, market analysis, and strategic planning, I’ve guided countless business owners through growth and exit journeys tailored to their personal goals.
My primary clientele consists of business owners in the medical field—including veterinary practices, dental clinics, and medspas. However, I’ve also worked with many owners across industries outside the medical space. With over 10 years of experience in the medical field and a background in private equity, I bring a unique perspective that sets me apart from other advisors.
My approach is built on transparency, insight, and partnership. I don’t just assess numbers—I dig deep into what makes your business unique, and help you leverage that value for long-term success or an eventual sale. I look at the numbers from the eyes of how the buyer will look at things and I strategically calculate profitability similar to how investment firms will. By doing this, I can create additional value by understanding the growth model of the buyer.
Whether you’re just curious about your company’s valuation or actively preparing to sell, I meet you where you are and help you move forward with confidence.
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