Approach

I prefer to work with founders and family-owned businesses looking to exit while protecting their employees, legacy, clients, and reputation to realize the value of your life’s work. I understand your concerns and what has likely kept you from exiting and I’m willing to make those concerns my own.

It’s my job to see your concerns through your eyes and partner with you to accomplish your exit plans. I use a proven collaborative process for acquisition, ensuring a smooth transition for both parties with the highest level of success. At this stage of my life (55), I am no longer driven with more Income so as to increase my standard of living. I am only focused on Impact, so I can increase my standard of giving.

My goal is to protect your legacy, ensuring your exit is done in an honorable manner. To me, this also means ensuring that your company’s trusted, key employees and culture are retained and protected to keep the company healthy after the transition. I understand that you’re passing on your life’s work. I promise to treat it and your people with the care and respect they deserve.

We will conduct a proprietary mutual vetting process to make sure that we have alignment and fit in four critical categories.