Whether you’re ready to sell now or it’s not on your radar yet, the smartest business owners know that building a sellable, high-value business starts immediately.
We’re here to help you grow your profits and maximize the exit value of your business – SIMULTANEOUSLY. When you’re ready to sell, we’ll help you sell for the best price and terms.
Double your focus. Double your results.
The Hustler or The Architect?
The Gambler or The Planner?
Immediate and Long-Term Results: Whether selling soon or years from now, our proven strategies deliver measurable improvements today and long-term value for the future.
Achievable Exit: Selling a business doesn’t have to be overwhelming. We make the short- and long-term process of selling your business straightforward and manageable.
Buyer-Ready Advantage: We position your business to attract the right buyers by highlighting strengths and addressing potential concerns.
Effortless Process: Overwhelmed? We’ve designed a process that fits into your busy schedule, saving you time and effort. Let us handle the heavy lifting while you focus on what matters most – running your business.
Real Experience, Real Results: Having grown and sold my own business successfully (and helped many others do the same), I know the challenges firsthand – and how to overcome them.
Planning to sell in 1 to 10 years? Or just want to increase business value and be prepared for a sale if an opportunity arises? Our step-by-step approach identifies key value drivers, helps you grow profits, strengthen operations, and attract buyers for when the time is right.
Selling within the next year? Our “Transaction Advocate” service ensures you’re fully prepared. From optimizing operations to navigating the 15 critical steps of the sale process, we’ll guide you every step of the way to secure a smooth and successful sale.
Dan impressed me right from the start with his generosity, practical action items, and tools I could use right away. I continue to be impressed with how he has a clear timeline and vision that aligns with mine, and his experience has been great at helping me avoid some of the landmines I stepped on the first time around. I’m actually grateful I never sold because now I’m going to be so much better prepared, and I anticipate my multiple will be higher because of what I’ve learned and changed as a result of working with him.
When we first started to consider selling our business, the process felt a bit overwhelming and we weren’t sure where to start. Working with Dan transformed this daunting process into a series of manageable steps. What impressed me most was his methodical approach. We started with a comprehensive valuation, then gathered detailed financial and other documentation, identified potential issues, and developed strategies to address them proactively. Dan guided us through creating a compelling business narrative that highlighted our value proposition and growth potential. By the time we hired an investment banker (with Dan’s assistance), we had a clear understanding of every aspect of the sale process - from initial inquiries to final negotiations. What sets Dan apart is his ability to demystify selling a business. He transformed what could have been an overwhelming experience into a structured journey with clear milestones. Thanks to his guidance, we were able to successfully sell our business despite some challenging hurdles. For anyone considering selling their business but feeling unsure, I highly recommend Dan. He truly makes selling a business achievable.
I was unsure initially whether my business was saleable but Dan assured me it was. He gave me a crash course in selling and when the business was put on the market it quickly received several full-price offers. I was extra pleased when Dan helped me evaluate the offers and choose one and he coached me through the sale.
What I can say for sure is that selling my business was one of the craziest events I have ever gone through, and now that I am through it, I appreciate even more the value of being prepared up front. That is where Dan comes in. There were very few surprises along the way that I wasn’t at least aware of, and most of them I was completely prepared for, thanks to him.
You can tell right away that Dan just loves his craft. Unlike the countless gurus out there who are usually focused on making themselves more money, Dan is the real deal. He genuinely loves business, and his ultimate goal is to see people succeed.
Dan's experience and expertise have helped transform my business from a great idea with average outcomes to a highly profitable, well-oiled machine with clear benchmarks and goals. Many advisors do a few minutes of homework to prepare for meetings. I trust Dan because he does homework to prepare for every meeting (and does actual work to help me!). My company continues to grow, and Dan is helping to position it so an eventual exit is as profitable as possible.
Dan is effective because he truly listens. Then he applies what he’s heard with his vast experience and expertise to suggest solutions. “Suggest” is a carefully chosen word, as it encapsulates the magic of his approach, which is that of a gentleman with deep respect for his clients and how his recommendations will impact their future.
Working with Dan has fundamentally changed the way I view my business -- from something that provides a comfortable income stream to a real asset that I can sell down the road. He also helped me narrow my focus on the client niche that has the most potential to maximize the value of my company 2-3 year out from now. I've always come away from my session with Dan feeling inspired and motivated.
Dan has been an absolute pleasure and blast to work with. It would be an understatement to say he saved and helped grow our business multiple times. Before working with him I had no idea what a buyer would want in a business. He helped me get a clear idea of business essentials, including that your the business must work without you. He taught me how to pick the right people (including trusting your gut). He made me focus more on our finances. Bottom line is, he is a business owner himself who has already gone through his own exit so he has been through it all. Don’t make the biggest mistake of your life and not work with him.
Extraordinary, empathetic, experienced and excellence. Some of the words that come to mind in thinking about Dan. For over three years, Dan has been diligently guiding me in structuring and developing my strategic objective and business plan. I’ve been guided on how to scale reasonably and thoughtfully to turn my offer to the market into a “sticky”, recurring revenue hit. I have doubled in revenue each of last 3 years while increasing profit margin. Only gratitude for the process with Dan, and 1000% customer satisfaction. Highly recommend.
Working with Dan has been a game changer. He has provided invaluable guidance in areas of business growth, scale, finance, sales strategy, and more. We now have confidence that we’re on the right track toward success. Dan’s coaching led to several improvements in the way we operate that created tons of value for us as we consider a possible sale down the road. Highly recommend!
Dan impressed me right from the start with his generosity, practical action items, and tools I could use right away. I continue to be impressed with how he has a clear timeline and vision that aligns with mine, and his experience has been great at helping me avoid some of the landmines I stepped on the first time around. I’m actually grateful I never sold because now I’m going to be so much better prepared, and I anticipate my multiple will be higher because of what I’ve learned and changed as a result of working with him.
When we first started to consider selling our business, the process felt a bit overwhelming and we weren’t sure where to start. Working with Dan transformed this daunting process into a series of manageable steps. What impressed me most was his methodical approach. We started with a comprehensive valuation, then gathered detailed financial and other documentation, identified potential issues, and developed strategies to address them proactively. Dan guided us through creating a compelling business narrative that highlighted our value proposition and growth potential. By the time we hired an investment banker (with Dan’s assistance), we had a clear understanding of every aspect of the sale process - from initial inquiries to final negotiations. What sets Dan apart is his ability to demystify selling a business. He transformed what could have been an overwhelming experience into a structured journey with clear milestones. Thanks to his guidance, we were able to successfully sell our business despite some challenging hurdles. For anyone considering selling their business but feeling unsure, I highly recommend Dan. He truly makes selling a business achievable.
I was unsure initially whether my business was saleable but Dan assured me it was. He gave me a crash course in selling and when the business was put on the market it quickly received several full-price offers. I was extra pleased when Dan helped me evaluate the offers and choose one and he coached me through the sale.
What I can say for sure is that selling my business was one of the craziest events I have ever gone through, and now that I am through it, I appreciate even more the value of being prepared up front. That is where Dan comes in. There were very few surprises along the way that I wasn’t at least aware of, and most of them I was completely prepared for, thanks to him.
You can tell right away that Dan just loves his craft. Unlike the countless gurus out there who are usually focused on making themselves more money, Dan is the real deal. He genuinely loves business, and his ultimate goal is to see people succeed.
Dan's experience and expertise have helped transform my business from a great idea with average outcomes to a highly profitable, well-oiled machine with clear benchmarks and goals. Many advisors do a few minutes of homework to prepare for meetings. I trust Dan because he does homework to prepare for every meeting (and does actual work to help me!). My company continues to grow, and Dan is helping to position it so an eventual exit is as profitable as possible.
Dan is effective because he truly listens. Then he applies what he’s heard with his vast experience and expertise to suggest solutions. “Suggest” is a carefully chosen word, as it encapsulates the magic of his approach, which is that of a gentleman with deep respect for his clients and how his recommendations will impact their future.
Working with Dan has fundamentally changed the way I view my business -- from something that provides a comfortable income stream to a real asset that I can sell down the road. He also helped me narrow my focus on the client niche that has the most potential to maximize the value of my company 2-3 year out from now. I've always come away from my session with Dan feeling inspired and motivated.
Dan has been an absolute pleasure and blast to work with. It would be an understatement to say he saved and helped grow our business multiple times. Before working with him I had no idea what a buyer would want in a business. He helped me get a clear idea of business essentials, including that your the business must work without you. He taught me how to pick the right people (including trusting your gut). He made me focus more on our finances. Bottom line is, he is a business owner himself who has already gone through his own exit so he has been through it all. Don’t make the biggest mistake of your life and not work with him.
Extraordinary, empathetic, experienced and excellence. Some of the words that come to mind in thinking about Dan. For over three years, Dan has been diligently guiding me in structuring and developing my strategic objective and business plan. I’ve been guided on how to scale reasonably and thoughtfully to turn my offer to the market into a “sticky”, recurring revenue hit. I have doubled in revenue each of last 3 years while increasing profit margin. Only gratitude for the process with Dan, and 1000% customer satisfaction. Highly recommend.
Working with Dan has been a game changer. He has provided invaluable guidance in areas of business growth, scale, finance, sales strategy, and more. We now have confidence that we’re on the right track toward success. Dan’s coaching led to several improvements in the way we operate that created tons of value for us as we consider a possible sale down the road. Highly recommend!
About
Selling a business is one of the most significant decisions you’ll ever make, and I know exactly what that feels like. I’ve walked in your shoes as a business owner, facing the challenges of scaling, optimizing, and ultimately selling my own company. That experience—combined with over 15 years of guiding others through the process—has shaped everything I do.
Whether you plan on selling your business or not, I believe every owner should build their business to sell. And if you know you want to sell your business, then the process shouldn’t feel out of reach. I help make increasing value and the sale process clear and achievable. By focusing on the key drivers of value, I help owners improve their operations and profitability today while building a business buyer’s can’t resist.
Imagine having a destination so clear in your mind that every decision you make naturally aligns with it. This is what happens when you know your endgame. It becomes a guiding star for your business, simplifying decision-making. This clarity can transform your daily decisions, align your goals, and ensure every action contributes to your ultimate aim.
It’s about more than just the destination; it’s about optimizing every step of your journey along the way. You’ll learn the 4 things that define your endgame, the most common endgame options for business owners, and more to help you chart your course.
Optimus Business Advisory helps business owners grow profits, increase business value, and achieve the best possible exit if and when the time is right. Whether you’re planning to sell now or in the future or just want to have options, we provide expert guidance to maximize your success. Your Exit Starts Now!
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