Exit Strategy VIP Day

Your business is worth more than you think. Let's prove it.

A private, full-day intensive that shows you your business exactly the way a serious buyer will see it - before a single broker or buyer ever does.

Yes - Reserve My VIP Day
Why Preparation Matters
Listed businesses that never close, mostly from preventable prep gaps70%
Average valuation increase when properly prepared before market20–30%
Years of acquisition experience, compressed into one day2.5

The Problem

Most business owners leave millions on the table.

You've spent 10, 20, even 30+ years building something extraordinary. You're ready to transition. But here's what the industry won't tell you: walking into a broker's office unprepared is one of the most expensive mistakes you can make.

Buyers pick apart unprepared businesses. Valuations drop. Deals fall through. And suddenly the retirement you worked a lifetime for feels further away than ever.

The business owners who sell on their terms, at the price they deserve, do one thing differently. They prepare.

Is This For You?

This day was built specifically for owners at a certain point.

This is for you

  • You own a service-based business generating $1M–$25M annually
  • You're planning to exit in the next 1–5 years and want to do it right
  • You've built something real, and want a buyer who will value it that way
  • You're willing to do the work now so the sale goes smoothly later
  • You want a clear, actionable roadmap, not vague advice
  • You're done guessing and ready to know exactly where you stand

This is not for you

  • You're not yet generating at least $1M in annual revenue
  • You have no plans to sell in the foreseeable future
  • You're already looking for a broker - this is the step before that
  • You're not ready to act on what you discover
  • You want to be told everything is perfect when it isn't

"The best time to prepare your business for sale was three years ago. The second best time is right now, before a single buyer ever sees your books."

What You Get

Everything included in your Exit Ready VIP Day.

1

Pre-Day Business Diagnostic

A deep-dive assessment completed before we meet, so we walk in already knowing where the gaps are, and where you're already winning.

2

Full-Day 1-on-1 Exit Strategy Session

An intensive, private working session running your business through the complete Exit Readiness Framework: operations, team, financials, deal appeal, and growth trajectory.

3

Your Custom Exit Readiness Scorecard

A candid, buyer's-eye view of your business across every dimension a serious acquirer evaluates. No sugarcoating, no surprises at the closing table.

4

Personalized Exit Strategy Roadmap

Your step-by-step action plan to close the gaps, strengthen your story, and position your business to command maximum value, with clear timelines and priorities.

5

30-Day Follow-Up Support

After the day, you don't go it alone. Thirty days of direct access to ask questions and stay on track as you begin executing your roadmap.

6

Broker Readiness Briefing

A clear picture of exactly what to say, and what to have prepared, when you engage a business broker, so you walk in from a position of strength.

The Method

The Exit Readiness Framework: four pillars every buyer evaluates.

After 2.5 years evaluating businesses as an active acquisition buyer, I know exactly what serious acquirers look for, and what sends them running. We'll walk through every pillar together.

Solid Operations

  • Business model viability
  • Customer concentration risk
  • Vendor diversification
  • Licensing & compliance

Path to Growth

  • Reputation & brand strength
  • Sales & marketing opportunities
  • Operational efficiency gains
  • Pipeline & backlog health

Great Team

  • Management layer in place
  • Key-man & family risk
  • Culture & toxicity audit
  • Employee classification
  • Legal exposure check

Solid Financials

  • SDE benchmarking
  • Revenue predictability
  • Margin stability & trend
  • Clean books & entity structure

I've Been on the Buyer's Side of the Table

The same lens I'll bring to your business.

Education
BS Electrical Engineering, UIUC
Executive MBA, Kellogg / Northwestern
Career
Operated a $72M P&L · Built a business unit to $30M · Led teams through growth, change, and transition
Acquisition Experience
Active buyer · SBA pre-qualified · 2.5 years evaluating $1M–$25M revenue businesses
Focus Industries
Electrical Contracting · Roofing · Solar · Service Businesses

My Perspective

For the past two and a half years, I've been an active business acquisition buyer.

I've spent that time evaluating dozens of businesses, getting SBA pre-qualified up to $7M, and learning exactly what separates the deals that close at premium prices from the ones that fall apart.

Before that, I spent 12 years at CDW scaling to a $72M P&L and building a $30M AI/IoT business unit from scratch. I've led teams, coached 30+ professionals into leadership, and I know what operational excellence actually looks like inside a business.

The Difference

I'm not a broker. I've spent the last 2.5 years in the trenches as a buyer, and I'm uniquely positioned to show you your business the way a serious buyer sees it.

That perspective is what you're getting for a day. And it's the most valuable thing you can do before your exit.

The Investment

One day. One roadmap.
Your future.

If your business sells for even 10% more because of this preparation, the ROI on a $2M business is $200,000. On a $5M business, it's $500,000. This isn't a cost. It's a strategy.

$55,000

Application required

Apply for Your VIP Day

Your Next Step

You built this business. Now let's exit it right.

Don't spend another year wondering what your business is worth or what you need to fix. One day with me, and you'll know exactly where you stand, and exactly what to do next.

Yes - I'm Ready to Apply