I’ll work with you in strict confidence to approach and engage possible acquisition targets. I assist with due diligence, valuations, provide alternative strategies for either a stock or asset purchase. I help negotiate and close deals and help source funding and investment partners if needed.

I’ll help you think through and create different scenarios for you to sell your business including an outright acquisition or a structured buy-out over time. I’ll personally market your company and screen prospective buyers to find the perfect match. Or . . .if you are not quite ready to sell, we can work together to grow and increase the value of your company–by internal growth and perhaps also through some target acquisitions. I’m looking for a company where I can contribute my strategic sales, marketing, merger and acquisition and capital fundraising expertise.  Again my overall mission is to help you identify and execute opportunities for significant growth leading to an exit strategy which we would formulate together.

I’ll write, edit or expand your business plan as a road map to get to where you want to go. I work with your CPA or financial advisor to provide financial modeling and forecasting in addition to writing the narrative portion of the plan. If you are selling your business I’ll work to develop a CIM (Confidential Information Memorandum) to hand to potential buyers, investment firms and individuals.

I have a national network of private and institutional investors. I’ll help you find the best investment partners and I’ll make introductions for you to raise capital from venture capital firms, or accredited private investors. I assist with valuations, securities filings and private placements and coordinate work with transaction attorneys, etc. I am NOT a licensed broker-dealer nor do I operate on a commission basis for these services. I comply with all SEC rules and regulations.