Business Acquisitions & Exits Buying or Selling a Business Is One of the Biggest Decisions You'll Make. Make It With Someone Who's Done Both.
Whether you’re preparing to sell, evaluating a business to acquire, or navigating an active deal, the stakes are too high to rely solely on advisors who have never sat in the founder’s seat.
I’ve personally built and sold three businesses. I know what buyers actually scrutinize, what kills deals at the last minute, what a business is really worth versus what the numbers say, and how to think clearly when the pressure and the money are both at their highest.
I work alongside founders as a hands-on strategic partner throughout the buying or selling process – helping you make better decisions, avoid costly mistakes, and walk away with the outcome your work deserves.
This isn’t M&A advisory from someone who has only seen deals from the outside. I’ve been the founder on the other side of the table – three times.
Who This Is For This engagement serves founders on both sides of a business transaction:
If You're Selling
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You want to understand what your business is truly worth and how to improve it
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You’re preparing for a sale and want someone who’s been through it to help you get ready
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You’ve received an offer and want a trusted operator perspective before you respond
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You’re in active negotiations and need a sounding board who understands both sides
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You want to make sure you’re not leaving money on the table or missing red flags
If You're Buying
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You’re evaluating an acquisition and want an operator’s lens on the business, not just the financials
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You want help identifying what the numbers don’t show – operational risks, founder dependency, growth ceiling
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You need help pressure-testing the deal assumptions and valuation
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You want a strategic partner to think through integration, risks, and the real post-acquisition picture
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You’re considering multiple targets and need help prioritizing and evaluating
What I Help You With Valuation & Deal Analysis
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Honest assessment of business value – what it’s worth, why, and what drives the number
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Identifying valuation levers and how to move them before a sale
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Pressure-testing acquisition pricing against operational and financial reality
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Understanding deal structure – earnouts, seller financing, terms that matter
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Spotting what’s missing from the numbers – founder dependency, concentration risk, hidden costs
Strategic Decision-Making
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Is this the right time to sell or is there more value to build first?
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Is this the right business to acquire – does it actually match your goals?
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What does the business look like 12 months post-acquisition?
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What are the real risks in this deal and how do you weigh them?
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How do you negotiate from a position of strength rather than urgency?
Schedule a complimentary 15-minute introductory conversation to discuss your goals & challenges.
Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.
Process & Execution Support
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Pre-sale operational cleanup and buyer-readiness planning
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Due diligence preparation – what buyers will ask and how to be ready
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Acquisition due diligence support – evaluating what you’re actually buying
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Negotiation strategy and deal structure guidance
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Post-deal integration planning and transition strategy
What Working Together Looks Like
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Deal evaluation sessions and strategic reviews
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Valuation analysis and gap identification
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Operational and financial due diligence support
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Negotiation preparation and strategy sessions
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Ongoing advisory and decision support throughout the process
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Post-transaction planning and integration guidance
Every transaction is different. Engagements are structured around where you are in the process and what you actually need – from early-stage evaluation all the way through close
What You Get
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A clear-eyed, operator-level view of the deal – not just a financial model
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Confidence that you’re making the right decision for the right reasons
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A partner who has been through this and knows where things go wrong
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Better negotiation outcomes – buy smarter or sell for what it’s worth
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Fewer surprises before, during, and after the deal closes
Best Fit For
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Founders actively preparing to sell within 6 to 24 months
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Owners who’ve received an acquisition offer and want a trusted operator perspective
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Entrepreneurs evaluating a business acquisition and want more than financial analysis
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Operators considering strategic partnerships, mergers, or buyouts
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Anyone who wants a founder-level partner, not just a transaction advisor
Most founders only go through this once. I’ve done it three times – and I’ve learned something important every time. That experience is what I bring to this partnership