You built something worth protecting.
I help small business owners navigate the sale of their company — with someone who's been on the other side of the table.
When a private equity firm, a larger operator, or a rollup approaches you about buying your business, it can feel exciting — and quickly overwhelming. Suddenly you're dealing with diligence requests, term sheets, and transition plans, and nobody's explaining what any of it actually means for you, your team, or your life after close.
Your attorney is focused on the agreement. The buyer has an entire team managing the process. And you're left trying to figure out what you're signing.
Most sellers go in alone.
How I help.
Deal Orientation
We start by getting clear on where you are, who the buyer is, and what their process typically looks like. I'll tell you what's coming, what to watch for, and what your priorities should be.
Know exactly where you stand.
Diligence Navigation
I help you understand every item on that diligence list, organize your response, and flag anything that could create problems or give the buyer unexpected leverage.
No more drowning in requests.
Terms Translation
When the purchase agreement arrives, I walk you through the terms that will actually affect your life — earnouts, holdback provisions, transition service agreements, non-competes — in plain English. Not legal advice, but real clarity.
Plain English, not legalese.
Close Preparation
As you approach signing, we make sure you know exactly what Day One looks like, what the buyer will be doing, and what you need in place to protect yourself, your team, and your customer relationships.
No surprises on Day One.
What makes me different.
I’ve been on the other side.
I spent years on the buy side running these exact processes for acquirers — most significantly as Director of M&A Integrations at AvantStay, where I evaluated 30+ acquisition opportunities and closed over 20 transactions representing more than $150M in enterprise value, working directly with sellers through every stage of the deal process.
I know what buyers are looking for during diligence. I know what the terms in that agreement actually mean for your daily life six months after close. And I know what sellers wish they'd understood before they signed.
I started this practice because I watched too many sellers walk away from their transactions confused, caught off guard, or wishing someone had explained what was actually happening. I know what it looks like from the other side — and I genuinely care about what happens to these businesses and the people in them.
Now I bring that knowledge to your side of the table.
Let's talk.
If you're in conversations with a buyer and want someone in your corner, I'd love to connect. Send me a note and let's set up a call.
