I’ve been helping owners prepare for a sale since 2010, and sold my own company to a PE-backed buyer in 2019 after spending eighteen months fixing what a buyer would have used against me.
Most owners who sell poorly or never sell didn’t fail to prepare. They waited too long to prepare and optimized the wrong things.
have no documented
exit plan.
Capital on Tap Business Exit Survey
have regrets within
1 year of selling.
Built to Sell / Warrillow Research
in business owner wealth
transferring this decade.
Exit Planning Institute
70% of businesses listed for sale never sell. The ones that do got the process right long before they went to market.
I’ll help you build a business that’s ready to sell, and get the process right when you do.
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.
“Working with Dan is like having someone in the C-suite you don’t have to hire full time. He’s made all the difference.”
“I tried to sell on my own. That taught me fast – you need experts in your corner. I couldn’t have done it without Dan.”
“We ran our business for 37 years. Selling it was a completely different skill set. Dan was with us from the beginning to the end.”
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 overwhelming and we weren’t sure where to start. Working with Dan transformed the process into manageable steps. His methodical approach helped us identify potential issues and prepare for the sale. Thanks to his guidance, we successfully sold our business despite some challenging hurdles.
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.
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.
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 overwhelming and we weren’t sure where to start. Working with Dan transformed the process into manageable steps. His methodical approach helped us identify potential issues and prepare for the sale. Thanks to his guidance, we successfully sold our business despite some challenging hurdles.
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.
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.
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 years of guiding others through the process, has shaped everything I do.
Every advisor you work with is optimizing for their own domain, and they’re good at it. Your accountant minimizes taxes. Your banker wants to close. Nobody’s job is the combined result of what all of them decide. Mine is. I started as a corporate attorney working on mergers and acquisitions, long before I built and sold a company of my own, and I’ve seen deals from every side of the table since: as the lawyer drafting it and the owner living with it. My focus is the whole exit, a result that works well for you financially, personally, and everywhere in between.
If you’re planning to sell immediately or in the next two to three years, the process shouldn’t feel out of reach. I help make increasing value and the sale process clear and achievable, focusing on the key drivers of value so you go to market with a business buyers can’t resist.
Signing a letter of intent with an impressive purchase price feels like the ultimate validation of your life’s work. Most sellers spend the entire transaction fixated on that headline figure, fighting to increase it during early talks and defend it through due diligence. Focusing on that headline figure is completely natural, but it gives the […]
You sign the term sheet, pop the champagne, and see your dream valuation sitting in bold print. What nobody mentions during the celebration is that a third of that money is locked behind a door you no longer hold the key to. That’s the quiet truth about an earnout. A buyer can agree to your […]
It was a good deal, on paper. The multiple was right where the broker projected, there were no surprises in diligence, the wire hit on a Friday. Six months later, the man who signed it told me he felt like he’d lost something instead of winning it. He wasn’t my client. I met him after, […]
The most expensive thing in your exit is not your advisor’s fee. It is the problems you knew about and never fixed. Sophisticated buyers don’t surface those problems to kill deals. They surface them to reprice. By the time a known issue lands on the table in diligence, you are weeks into the process, emotionally […]
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