What we're about

Business Owners. Family Directors and Advisors. CPA and Wealth Managers with clients who own private firms and want to understand steps to sell their business. Leading M&A banker with proven cross-border M&A experience provides confidential pro bono discussion.

Upcoming events (1)

Investment Banker M&A Hour

The Avant

For business owners with minimum $10 million of revenue. I am a veteran so happy to speak with any business owner with experience in the armed services. Meeting will focus on 6-9 month timeline to sell a business.