I'm a Senior M&A Advisor with Sunbelt Mergers & Acquisitions, focused on selling established businesses in the $1M–$30M revenue range ($300K+ SDE/EBITDA). My practice is built around one thing: getting deals closed, confidentially, at terms that reflect what the business is actually worth.
Most business owners sell a company once in their lifetime. The buyer across the table has done it ten times. That imbalance is where deals go sideways — on valuation, on structure, on diligence, on financing. My job is to level that table and run a process that protects the seller's value and gets to the wire.
Who I Work With
Sellers
Owners of established businesses doing $1M–$30M in revenue or $300K+ in SDE/EBITDA, committed to transacting within the next 6–18 months. The best outcomes come from owners who are mentally ready to exit, have reasonably clean financials, and understand that the market — not a retirement target — sets the price.
Sector focus includes professional services (CPA firms, accounting, consulting), skilled trades (HVAC, electrical, plumbing, mechanical), hospitality and franchise operations, distribution, and light manufacturing.
Buyers
Private equity platforms, search funds, family offices, strategic acquirers, roll-up sponsors, and SBA-qualified individual operators with real experience. Every buyer is vetted for capital, criteria, and intent before they see anything meaningful.
How I Work
Confidentiality from day one. Your employees, customers, competitors, and vendors don't find out you're selling until you decide they should. No public teasers with identifying detail. Every buyer signs an NDA before anything material leaves my desk.
Valuation grounded in reality. I build valuations on recast earnings, defensible add-backs, and multiples pulled from deals that actually closed — not wishful pitch-deck numbers. Inflated valuations win listings. They don't win closings. I'd rather tell you the truth on day one than waste six months chasing a number the market won't support.
A disciplined process. Most of my engagements move from listing to LOI. Momentum is leverage. Drag kills deals — buyers get fatigued, financing shifts, market conditions change, and sellers start second-guessing. A tight process keeps everyone honest and keeps the deal moving toward close.
Real buyer access. Sunbelt is the largest M&A network in the world, and I run active relationships with PE platforms, strategic acquirers, family offices, search funds, and roll-up sponsors across North America. The right buyer for your business isn't always the loudest one in the room — it's the one with capital, a thesis, and the ability to close.
Engaged through close. Most brokers disappear after LOI. I don't. Structure negotiation, financing coordination, diligence management, attorney wrangling, working capital true-ups, closing mechanics — I stay in it until the wire clears.
What Owners Need to Hear
A few things I tell every seller in our first call, because they matter more than most brokers are willing to say out loud:
- The market sets the price. Not your retirement number, not what your neighbor sold for, not what a competitor claims they got.
- Sophisticated buyers will find what you don't disclose. Address it upfront or it surfaces in diligence — and it costs more then.
- Clean financials close deals. Messy books, commingled expenses, and undocumented add-backs kill valuations and scare buyers.
- Every month of delay is a month of exposure. Revenue dips, customer concentration shifts, key employees leave, market multiples compress. If you're ready to sell, be ready.
- The best time to prepare a business for sale is 12–24 months before you list it. The second best time is now.
For Buyers
Confidential process. Qualified principals only. Before any information moves, I need three things:
- Executed NDA
- Buyer profile and defined acquisition criteria
- Proof of funds or committed capital
Qualified buyers get fast, direct access to opportunities, honest answers about the business, and a broker who runs a clean process on both sides of the table. Unfunded buyers, undefined mandates, and "no money down" pitches get a polite pass.
Transaction Expertise
- SBA 7(a) structured transactions — what lenders finance, what they won't, and what kills approvals in underwriting
- SDE and EBITDA recasting with add-backs that survive diligence
- Asset vs. stock sale structuring and tax implications
- Earnouts, seller notes, working capital targets, escrows, reps and warranties
- Private equity platform, add-on, and roll-up transactions
- Strategic and synergy-driven acquisitions
- Cross-border considerations and buyer diligence standards
Credentials
- Senior M&A Advisor — Sunbelt Mergers & Acquisitions, the largest M&A network in the world
- Certified Business Intermediary (CBI), IBBA
- Transaction experience across SBA, strategic, private equity, family office, and roll-up structures
Why Work With Me
There are a lot of business brokers. Most are good at listing. Fewer are good at closing. The difference shows up in the middle of the transaction — when a buyer's financing falls through, when diligence surfaces an issue, when the LOI needs to be renegotiated, when an attorney tries to rewrite the APA. That's where the work actually happens. That's where I earn my fee.
I don't take every listing. I take the ones worth running a real process on — where the seller is committed, the business is sellable, and the outcome is worth the effort on both sides.
Next Step
A confidential 20-minute call. We'll cover your business, your timeline, and a defensible value range. If we're aligned, we move forward. If not, you leave the conversation sharper than you arrived.
No pressure. No fluff. No listing unless it's ready to sell.
