I work with entrepreneurs to understand the value of businesses and execute transactions to maximize value. This spans the business life cycle from growth to succession planning.For growth stage businesses, I help business owners evaluate acquisition opportunities, perform financial due diligence and negotiate the deal. I also work with business owners to help them understand how their operational decisions impact financial performance and value.For business owners that are preparing for an exit, I help them understand their business’ value and evaluate their options. The options can include an internal transition of the business to family members or management team, or a sale to an external buyer. For business owners that choose to sell to an external buyer, I market the business and negotiate the deal.I work with clients in a wide variety of industries including manufacturing, distribution, business services, real estate and construction, and have a specialization in the insurance industry. I’ve successfully negotiated the sale of over 15 businesses in the insurance industry with enterprise values ranging from $5 million to $150 million. With Chartered Professional Accountant (CPA, CA) and Chartered Business Valuator (CBV) designations and over 15 years of experience advising business owners, I take a holistic view that incorporates financial, tax and operational considerations when advising on how to maximize value.