“I guide owners of small to medium-sized business owners to profitably and effectively exit their businesses so all the stakeholders win.”
Winning on the way out™ is a proven business exit planning process best achieved with expert and experienced guidance. I've served as a fee-only and fiduciary financial advisor since 2001. I applied this process to sell my own practice with favorable outcomes for all the stakeholders -- clients, team, the buyers, and myself. In July of 2022, I celebrated my own successful business sale with favorable outcomes for all the parties and want to share how other owners of financial advisor practices, consultants and other service-based small-medium size businesses can welcome the same or even better outcomes.
The ideal audiences to benefit from my perspectives are owners of financial advisory practices, consulting companies and service-based small and medium sized businesses who want to exit their business in the next 1-5 years.
As a guest on your podcast, we can talk about:
+ Quicksand, snares, traps and sharp spikes: how can a business owner exit their business and still survive?
+ Indiana Jones and the Quest to sell a small biz: how to become the relic everyone wants.
+ From Flop to Pop: How a business owner can avoid the 70% to 80% business sale failure fiasco.
+ The 50% failure rate during due diligence too many businesses run into and how to avoid hitting this wall!
+ How the old adage "those who fail to plan, plan to fail" applies especially when a business owner is trying to sell his or her own business.
+Top 5 reasons businesses fail to sell even when the owner is motivated.
Sell your business effectively and profitably with our expert guidance.
