What We Do For Business Owners
Startup Support
Business formation guidance or entity selection advice is essential for any Business Startup. We provide support in setting up your organizational structure and crafting an initial strategic business plan with a 1–3 year outlook. Our Business Consulting services include a Standard Operating Procedure (SOP) starter template, basic financial projection, and break-even analysis. Additionally, we offer one-on-one launch coaching tailored for aspiring entrepreneurs.
Growth & Optimization
Strategy refinement, operational improvement, and process standardization are key components of our approach. We conduct a strategic growth assessment and provide recommendations tailored to your needs. Our approach is designed to enhance your team's effectiveness. Additionally, we perform an operational efficiency review and develop an improvement plan, focusing on best practices. We also offer SOP review and refinement, ensuring your processes are streamlined.
Transition Planning
Positioning a business for succession or sale, including operational cleanup and value enhancement, is essential. Our services include business valuation guidance, operational clean-up recommendations to increase value, and a buyer readiness checklist & preparation plan. Additionally, we provide a financial performance review and draft a business profile & confidential information memorandum (CIM) to ensure you are well-prepared for potential buyers.
Business Brokerage
We prepare businesses for market, identify qualified buyers and manage the sale process through to closing. Our services include a pre-listing assessment and market positioning strategy tailored to your needs. We prepare a comprehensive marketing package to attract potential buyers. Our expertise in buyer qualification and screening ensures that we're connecting you with serious prospects. We provide negotiation support and offer review, coordinating the due diligence process seamlessly. Our team acts as a liaison with attorneys, CPAs, and closing agents until the sale is complete.
Pricing Structure
Startup Support:
$500.00
Monthly Business Consulting Fee:
$2,500 / Month
3-Month Minimum Commitment Required
Brokerage Fee:
Commission Based
What We Do For Buyers
Business Search & Selection
We help buyers identify the right business based on industry fit, financial performance, operational structure, and long-term goals. Using targeted research, industry insights, and our confidential network, we present qualified opportunities and guide you through evaluating which businesses align best with your acquisition strategy.
Due Dilligence
Once a business is under contract, we coordinate and support the due diligence process to ensure you have a clear, accurate understanding of the company. We assist with financial review, operational assessment, risk identification, and document organization, working alongside your CPA and attorney to ensure nothing is overlooked.
Negotiation & Deal Facilitation
We represent your interests throughout the negotiation process to help secure favorable terms and a smooth path to closing. From structuring offers and reviewing LOIs to managing buyer-seller communication and coordinating with advisors, we keep the deal moving forward and help protect you from costly missteps.
Post-Acquisition Support
Our involvement continues after closing with support during the transition to new ownership. We help you integrate into the business, understand existing operations, and implement needed changes. Whether you’re taking over management, evaluating staffing needs, or planning for growth, we provide guidance to ensure a successful start.
Pricing
Monthly Business Consulting Fee: $2,500 / Month
3-Month Minimum Commitment Required for Business Consulting
Buyer Representation: Commission Based
Who We Are
Our Mission
Our Leadership
Our Mission
To empower business owners through strategic guidance, practical solutions, and clear pathways to growth or transition.
Our Vision
Our Leadership
Our Mission
To be the trusted partner for business owners seeking business consulting and specialized guidance in business startups, operational improvements, sales and acquisitions.
Our Leadership
Our Leadership
Our Leadership
With over two decades of hands-on industry and entrepreneurial experience, I understand what it takes to start, grow, and sell a business. I now offer business brokerage and consulting services to help business owners overcome challenges, strengthen their operations, and confidently navigate the sale or acquisition process.
Contact Us
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