If You're Considering a Sale
Whether the timing is six months or eighteen, the early conversations matter most. We can talk through what your business looks like to a buyer today, and what would change if we had a year of preparation.
Most owners I speak with are still thinking through timing, value, and what the next chapter could look like. Book a short call, or send a note. Either one is a fine place to start.
Selected engagements only. Confidentiality respected from the first conversation.
Two easy ways in. Pick whichever feels right.
The Quick Way
A short, candid call to see whether there's a fit. No preparation needed, and no cost. If it makes sense to go further, we will. If not, you've gained a second opinion.
Prefer the phone? 510-509-5966
Prefer to Write
A few lines is plenty. Tell me where you are and what's on your mind. I read everything that comes in and reply personally.
Whether the timing is six months or eighteen, the early conversations matter most. We can talk through what your business looks like to a buyer today, and what would change if we had a year of preparation.
Most owners who eventually sell well started preparing earlier than they planned to. A Value Boost Discovery is a structured way to understand where your premium is hiding, before you go to market.
For buy-side mandates, off-market sourcing, or referrals from advisors, attorneys, or accountants, a short note is the easiest first step. I read everything that comes in.
I work primarily with owner-led businesses in California. Most conversations begin well before a transaction is imminent, often when owners are trying to understand timing, enterprise value, or what would make the business more transferable over the next several years.
If I think waiting makes more sense than selling, I'll tell you that.
Most engagements begin months, sometimes years, before a transaction. The first step is small.