This year, I'm leaning more heavily into business brokerage and exit planning—a natural extension of the work I've been doing with purpose-driven entrepreneurs.
Over the past few years, I've helped dozens of business owners think through their exit strategies. For the last 18 months, I've been deepening my expertise by working alongside an experienced broker. Now I'm ready to do more of this work myself.
I've joined the International Business Brokers Association (IBBA) and I'm working toward my Certified Business Intermediary (CBI) designation. But while the education is crucial, the credentials matter less to me than the outcome: helping business owners who've built something meaningful transition it to the right hands.
For most business owners, selling is the biggest financial transaction of their lives. It's also deeply personal—you're not just selling assets, you're handing over something you've poured yourself into. That deserves care and expertise. Here's what I'm focused on:
Working with businesses valued under $2M
This is where I want to focus—small and mid-sized businesses that are the backbone of our communities. These deals require just as much sophistication as larger transactions, but owners in this range often have fewer resources and less guidance.
Supporting underrepresented entrepreneurs
Women- and minority-owned businesses are consistently undervalued in the market. While I'm honored to represent all business owners, I'm particularly excited about helping underrepresented entrepreneurs capture the full value of what they've built.
Free exit readiness consultations
If you're thinking about selling in the next 3-5 years, let's talk now. Most owners wait too long to start planning, which limits their options and can cost them significantly. A simple conversation today can help you understand what your business might be worth, what makes it more valuable, and what timeline makes sense.
Know someone thinking about an exit? I offer free consultations to business owners exploring their options. No pressure, just clarity. Find out more about my services, and then respond to this email to set up a time to talk.
