An experienced Certified Business Intermediary

Helping Business Owners Exit Successfully & Buyers Find Their Perfect Opportunity

CBI, MBA Certified & Experienced
Serving All of Florida Based in Southwest Florida
IBBA & BBF Professional Association Member
Multi-Industry Restaurants/Bars, Healthcare,
Service Businesses (Plumbing, HVAC)

How I Can Help You

Specialized expertise for business owners and buyers in Southwest Florida

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For Business Sellers

Maximize your business value with expert guidance through every step of the sale process. From valuation to closing, I work diligently to get you the best price and terms.

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For Business Buyers

Find the perfect business opportunity in Florida and many other states. I will help you navigate the market, conduct due diligence, and negotiate favorable terms.

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Exit Planning

Planning to sell in 2-5 years? Let us work together now to maximize your eventual sale price. Strategic preparation can increase your valuation significantly.

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My Proven Selling Process

A systematic approach that gets results

1

Business Valuation

I will conduct a comprehensive valuation of your business, analyzing financials, market conditions, and comparable sales to determine the optimal asking price.

2

Strategic Marketing

Your business is marketed confidentially to buyers through multiple channels, including MLS listings, industry networks, and direct outreach.

3

Buyer Qualification

I screen all potential buyers to ensure they have appropriate funding and are serious, protecting your confidentiality and saving you time.

4

Negotiation & Due Diligence

I negotiate on your behalf to secure the best price and terms, then guide you through due diligence to keep the deal on track.

5

Successful Closing

I coordinate with attorneys, accountants, and other professionals to ensure a smooth closing and successful transition.

My Approach

No-nonsense guidance backed by real-world experience

For Sellers

I begin with a comprehensive Broker's Price Opinion (also known as a business valuation) and provide a transparent overview of the entire sale process. You will receive candid insight into potential buyer concerns and areas where flexibility may be advantageous. From our first conversation, you can expect complete transparency and honest guidance.

For Buyers

We start by understanding your visionβ€”what you want your professional and personal life to look like, the income required to support your lifestyle and family goals, and the financing structure needed to acquire your ideal business. You will receive straightforward advice without any embellishment, just clear, actionable guidance.

My Philosophy

I operate with complete transparency and direct communication. My clients receive the same level of care and commitment I would provide to my own family. I dedicate whatever time is necessary to achieve the optimal outcome and remain actively engaged throughout every phase of the transaction. My background in Accounting, Finance, and Government enables me to provide well-rounded, informed counsel.

What Sets Me Apart

Many business intermediaries prefer to maintain distance from the details. I take a hands-on approach, working alongside my clients through every challenge and opportunity. My diverse professional background means you benefit from comprehensive guidance grounded in financial acumen, regulatory knowledge, and real-world transaction experience.

Ready to Take the Next Step?

Get your free, confidential business valuation and discover what your business is really worth in today's market.

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