Your Exit Is Too Important to Leave to Chance
You've built something remarkable. Now you're considering your next chapter—whether that's a strategic sale, family succession, or something else entirely.
This is likely the most significant financial decision of your life, and it deserves expert guidance.
As a Certified Merger & Acquisition Advisor (CM&AA) and finance lead on nearly 20 M&A transactions—including the sale of Jaywalker Lodge (2025), Blue Tent Marketing (2019), and acquisition of Visual Data Systems (2018)—I bring a rare combination of technical expertise and practical experience to your transition journey.
Transition Scenarios We Support
Strategic Sale
Positioning your business for maximum value to outside buyers—whether private equity, strategic acquirers, or competitors.
Family Succession
Navigating the emotional and financial complexity of passing your business to the next generation.
Management Buyout
Structuring and facilitating the sale of your business to existing leadership.
Acquisition Integration
For buyers: ensuring acquisitions deliver their promised value through disciplined integration.
Our Process
Assessment
- Comprehensive business valuation analysis
- Identification of value drivers and detractors
- Timeline and readiness assessment
- Goal alignment and scenario planning
Preparation
- Value enhancement initiatives
- Financial statement optimization
- Documentation and data room preparation
- Management team development
Execution
- Buyer/successor identification and outreach
- Deal structure negotiation
- Due diligence management
- Closing and transition support
From the Field: Jaywalker Lodge
“When the founder of Jaywalker Lodge was ready to transition, I led the entire process—from preparing the business for sale to negotiating terms with potential acquirers to ensuring a smooth handoff that protected both employees and clients. The result was a transaction that exceeded the founder's expectations while preserving the organization's mission and culture.”
— Bill Anuszewski, Principal
Why Credentials Matter
CM&AA Certification
The Certified M&A Advisor designation represents the gold standard in transaction advisory. It requires demonstrated expertise in deal structuring, valuation, negotiation, and integration.
Business Transition Expert
This certification focuses specifically on the human and operational dimensions of transition—succession planning, leadership development, and organizational continuity.