What is a Private Capital Advocate?
I prepare and connect entrepreneurs and business owners to ideal private capital relationships so that they can achieve their ownership goals and objectives.
My job is to educate you on the value and attractiveness of your business, target the right capital sources from my vetted national network of private equity, mergers and acquisitions, and business brokerage professionals, and then advocate on your behalf throughout the entire process.
With nearly 30 years of experience in helping owners grow their businesses, evolve their roles, and navigate their transitions or exits,
I'm fiercely committed to your success. My concierge process gives you a competitive advantage in the marketplace and positions insider knowledge, resources, and expertise on your side of the table.
- Certified Valuation Analyst ("CVA")
- Certified Exit panning Advisor ("CEPA")