Contact
Tell me where you are in the decision.
A buyer called, you are planning a sale, you need a number you can defend, or you are an advisor with a client who is facing one of those. Start with a conversation. No pitch. We figure out whether I am the right person and what the useful next step is.
If the calendar is full, call 317-218-8616 or send a note and I will find a time.
9333 North Meridian Street, Suite 200Indianapolis, IN 46260
317-218-8616
Working with owners and advisors nationwide by video and phone.
Send a note
Not ready for a call? Send a note.
Tell me who you are and what is in front of you. I read every one of these myself and reply within one business day.
Want to read first? Start with the questions owners bring me. If you have an offer in hand, Chapter 24 is free.
Speaking
I will come talk to your group about what a business is worth to the person who buys it.
I have spoken to owner groups, advisor firms, associations, and conferences across the country, and into a microphone for more than 150 podcast episodes. Put me in front of your people and I will give them 34 years of deals in plain language, with the questions they are afraid to ask.
The buyer has looked at a hundred. You will sell one.
How buyers value a company, what they discount, and the handful of things an owner can fix in the two or three years before a sale. For owner groups and peer forums.
Reading an offer the way the buyer wrote it
Seller notes, earnouts, working capital pegs, and the diligence that follows a letter of intent. For owners with a deal in motion and the advisors in the room with them.
What the market is doing right now
Who is buying, what they are paying, which businesses are selling and which are sitting, and where it is going for owners over the next few years. For CPA, legal, and wealth advisory firms and their clients.
The exit is a beginning
Why three in four owners regret the sale within a year, what the ones who do not regret it did differently, and the planning that has nothing to do with the number. For owners thinking about what comes after.
Formats: a 45-minute talk, a half-day workshop, a lunch and learn at your office, or a guest spot on your podcast or webinar. In person anywhere in the country, by video anywhere.