Insights

From the Practice.

Articles, industry briefs, tools, case studies, and short videos, drawn from current and recent engagements. The work I write about is the work I'm doing.

New article every two weeks.

Article

Every Industry Has a Hidden Metric.

Most owners don't know it until the buyer points it out. The number buyers test in diligence before they look at EBITDA, why it matters, and what to do about it.

May 7, 2026 ~4 min read
Industry brief

State of Small Manufacturing (California).

Buyer perspective and six-month value boosters for owner-led California manufacturing businesses thinking about a future transition.

April 2026 4-page PDF
Tool

Valuation Readiness Check: Trades & Contracting.

A 25-item self-check across the eight areas buyers look at first. Built for trades and contracting businesses. Takes 7 to 10 minutes.

April 2026 1-page PDF
Case study

Helping a Precision Contract Manufacturer Exit Smoothly.

A Silicon Valley CNC and sheet metal shop sold within six months despite a tight timeline, customer concentration, and a $500K work-in-progress complication.

March 2026 ~6 min read
Video

Beyond the Numbers: Value Drivers in M&A.

Valuation isn't just numbers. It's the value drivers buyers actually pay a premium for: customer depth, design relationships, tooling ownership.

February 2026 1:39 video
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