Considering Selling Your Business Within the Next 3 Years?
What you do before going to market can make a significant difference in the outcome.
I help business owners prepare for a future sale by identifying and addressing financial, operational and transaction-related issues that could negatively impact valuation, complicate due diligence, or jeopardize a transaction.
Drawing on a decade of investment banking experience and over $2 billion of closed transaction value, I bring a sophisticated M&A perspective to businesses before they begin the formal sale process.
A Successful Sale Begins Long Before You Find a Buyer
Selling a business is often one of the most significant financial events in an owner’s life. Yet many owners are unsure how best to prepare or begin preparing too late.
By that point, opportunities to address important issues may be limited.
Today’s buyers of SMBs and their advisors are increasingly sophisticated and will scrutinize numerous aspects of your business. Issues that may appear insignificant during normal operations can become material concerns during a transaction.
Many of these issues may be fixable, but take time to address. Identifying them well before a sale can put you in a stronger negotiating position and reduce the risk of unexpected complications.
Valuation and Deal Terms
Financial reporting weaknesses, earnings adjustments, customer concentration, competitive positioning, management and operational dependencies, and other risk factors will affect how buyers value a business and structure an acquisition.
Due Diligence Surprises
Problems discovered during detailed due diligence can lead to additional scrutiny, renegotiation, delays, or even a failed transaction.
Disruption to Your Business
The sale process can place enormous demands on an owner’s time. Fine-tuning and organizing documentation, financial information, and even internal processes in advance reduces the workload during a transaction, allowing management to remain focused on running the business.
Prepare Your Business Through the Eyes of a Buyer
Personalized M&A Advisory Supported by a Proprietary Assessment Framework
I work directly with business owners to evaluate the company across specific areas that buyers and their advisors scrutinize, identify potential weaknesses and red flags, and develop practical strategies to address them.
Beyond evaluating individual areas, I consider how different business characteristics interact to create or mitigate transaction risks, helping identify concerns that may not be apparent when each area is reviewed in isolation.
Financial Performance & Reporting
Revenue Quality & Customer Relationships
Management & Operations
Legal & Organizational Readiness
Growth & Business Positioning
Transaction Expectations
Experience That Makes a Difference
Valuable Insight Applied Proactively
As a former Director at the investment bank, Lincoln International, I’ve worked with business owners, management teams, investors and transaction advisors across numerous scenarios.
That experience provides a perspective that goes beyond traditional financial or marketing preparation. I understand how buyers evaluate acquisition opportunities, what can create concerns during diligence, and how a company’s financial and operational characteristics can influence transaction outcomes.
Today, I apply that experience to help owners of established businesses prepare for a potential sale well before they formally begin the sale process.
10+
Years of M&A Experience
35+
Companies Advised
$2B+
Closed Transaction Value
What Clients Say
Working with Jeremy has been a game changer for our organization. His dedication to helping me achieve my goals and passion for our success was evident from day one and never wavered. Jeremy has a keen ability to quickly identify strategic insights and possesses an analytical approach that not only professionalized our operations but also enabled our entire leadership team to grow and become more effective. After 2+ years of working together, he has become more than just an advisor; he is a trusted business partner and friend.
Owner, CEO - Arizona
I’ve worked with many different advisors and Jeremy was on another level. He brought a wealth of experience that added significant value to the company in advance of and during the sale process. Jeremy was always extremely thoughtful, carefully navigating and walking us through the intricacies of the M&A process to ensure everyone was thoroughly prepared. I know he also had other projects at the time, but Jeremy always made us feel like his #1 priority. I hope we can find more opportunities to work together again in the future.
Founder, CFO - Texas
What Working Together Looks Like
Initial Confidential Discussion
Understand your business, objectives and potential sale timeline.
Business Evaluation
Assess areas that may influence buyer perceptions, valuation and transaction risk, using a proprietary framework.
Prioritization and Recommendations
Identify and prioritize practical steps to strengthen transaction readiness.
Ongoing Preparation and Support
Provide tailored support as the business approaches and during a potential sale.
Request a Confidential Consultation
If you’re considering selling your business within the next three years, an initial conversation can help identify where preparation may be most valuable. Share a few details below and I’ll reach out to arrange a confidential discussion.
Your information will only be used to respond to your inquiry and prepare for our initial discussion. You are not required to disclose your company name or financial information at this stage.
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