You build a company once. You sell it once.
When the time comes to sell the business you spent a career building, it is almost always the largest financial event of your life, and the first time you have faced it. You will be surrounded by investment bankers and attorneys who run these deals every day. You want someone on your side of the table who has spent years on the other side of it.
Before I built my practice, I spent years inside some of the largest firms on Wall Street, around the markets and the deals most advisors only read about. But this is not theory for me. I have worked through it with an owner in the real world: the early valuation questions, structuring a company so it can be sold cleanly, the tax and estate work that has to happen before a closing rather than after, vetting and selecting the investment bank, and the high-level meetings where a deal takes shape. I have also watched a process like that stall, which taught me as much as the parts that went right.
That is why I take on this work deliberately, with a small number of owners at a time, early enough that the planning can shape the outcome rather than clean up after it.
If you are still years from a sale, that is the right time to start. The decisions that matter most, how the company is structured, how the proceeds are taxed, what your life looks like afterward, get made long before the deal closes.
If that is where you are headed, let's talk early.
