For established owners ready to scale by buying, not just building. From the first target to the closing table, I help you find the right deal, value it honestly, and structure it so it strengthens your business instead of sinking it.
Three engagements built for the same buyer — a low-risk entry, a done-with-you deal, and a long-term growth partnership. Start where you are. Scale as you grow.
"You've found a business you're interested in — and you need to know if it's real before you risk your savings on it."
"You're serious about buying, and you want an expert running the deal beside you — from first offer to the closing table."
Every monthly retainer payment credits 100% toward the 4% success fee at close — you never pay twice. Already completed a Deal Analysis? That $2,500 credits toward your engagement too.
Book a call"You already run a business doing $500K+ and you want to grow it by acquisition — a single deal or a full roll-up. I become your acquisition arm for the long haul."
"The most expensive deal you'll ever do is the wrong one. Let's make sure this isn't it."
It started with my father — a JD, MBA, and CPA who spent over 40 years as a transaction attorney running his own business law firm. I didn't just learn deal structure from him. I became obsessed with it. I wanted to understand every piece of what makes a small business acquisition succeed — or fail.
That obsession turned into action. I've bought and sold my own business. I've spent years helping other owners do the same. More than $60M in small businesses acquired for clients. And just as importantly — I've talked a lot of people out of deals that would have hurt them. Knowing when to walk away is part of the job. In this market, it might be the most valuable part.
From first conversation to closed deal, every engagement follows a disciplined, proven process built on decades of transaction experience.
We assess your business, define acquisition criteria, and build a deal strategy aligned to your growth goals and financial capacity.
We source and screen targets — both on-market and off — against your criteria. Only the right fits make it to your desk.
We run the numbers, validate quality of earnings, and negotiate deal terms that protect your interests and maximize value.
We coordinate legal, financial, and operational due diligence from LOI to close — keeping the deal on track and risk minimized.
The frameworks I use on every deal — how to find a deal, how to value it, and how to structure it so it can't sink you — are coming to a free community. Join the waitlist and you'll be first in when it opens.
No spam. Just a heads-up when it's live.
We specialize in businesses with under $10M in revenue — the market where most M&A advisors don't play, but where the most opportunity exists.
Every target gets a rigorous financial review before we recommend it. We've seen enough deals to know what looks good on paper but falls apart in diligence.
Our fee structure is tied to the growth we generate for you — not a flat retainer. When you win, we win. That's how advisory should work.
You work with the same advisor from first call to final signature. No handoffs, no junior associates — one trusted point of contact throughout.
We've owned and operated businesses ourselves. We evaluate deals the way an operator would — not just a banker — and that matters when the stakes are real.
Every engagement is handled with complete confidentiality. The market doesn't need to know you're looking until you're ready to act.
Whether you're exploring a first acquisition, evaluating a deal you've found, or looking to grow through a roll-up — the right conversation starts here. No obligation. Complete confidentiality.