Experience Not Theory

Financial & Strategic Advisory For Small & Mid-Sized Companies

About Us →

Through two decades of corporate life, and then two start-ups, a business sold, a capital raise, and multiple other deals, I’ve never had a better business advisor or business partner.  Strongly recommended.  D.E.

We have you covered:  from our core strength in small business Domestic M&A – dealmakers in the US, to our broad reach in International Advisory – Indonesia, to the Middle East.

Learn More

M&A – Complimentary Business Valuation

No Upfront Fees & Confidentiality Always

 

Retirement

  Don’t wait and be rushed.  Be Ready.  

Succession

  You built a business.  Keep it going in good hands.  

Known Value

  Plan.  Trust/estate strategy, working capital acquisition, insurance & tax.