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Consultations

Your Challenge or Topic. 

  • 90-Min Session | $250
  • 5-Pack (5 sessions within 10 weeks) | $1,000


These are working sessions on your challenges that may be related to the topics below. We'll start with a free phone call to see if I can help.

Possible Topics

Themed Discussions

Tailored Discussions

Tailored Discussions

  • Acquisition Guidance: Process
  • Acquisition Guidance: Live Business Review
  • Business Sale: Process and Preparation
  • Business Valuation Methods
  • Business Value: 8 Key Value Drivers
  • Business Management: 6 Key Business Functions
  • Marketing That Works
  • Sales Strategy, Focus & Prioritization
  • Financial Management
  • Operations and Execution
  • Getting to $1M
  • Getting to $3M
  • Getting to $5M

Tailored Discussions

Tailored Discussions

Tailored Discussions

  • Growth Opportunities
  • Team and Succession
  • Strategic versus Financial Buyers
  • Financing the Acquisition
  • Absentee Ownership
  • Reviewing / Preparing Financials and Add Backs
  • Inventory and Assets
  • Stock v. Asset Sales
  • Deal Structures and Winning Offers
  • Due Diligence & Closing
  • Training & Transition
  • Transaction Advisors
  • The Floor is Yours

Next Step


Each session comes with a simple routine you will use to save time and improve your business.




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