In 2018, along with a couple other colleagues, I founded the Rocky Mountain Chapter of the Exit Planning Institute.  Our purpose is simple, to provide a forum for collaboration for business advisors in order to change the outcome for business owners-- helping more business owners successfully transition out of their business.

This website is a continuation of that forum.  In order for business owners to maximize their transferable business value, minimize the risks to a third party buyer, and be ready for what might be the single biggest financial transaction of their life, it takes preparation.  On this website you will find access to owners and advisors as well discussions on topics you might already be thinking about.

In addition to twelve years of experience running logistics operations in and out of the military as well as over ten years of experience in the financial services industry, I am also a business owner.  

I know the stress of weighing your options on spending more in order to grow or cutting your loss and moving on.  I know that I depend on my mentors and advisors for their experiences so that I can be armed with as much information as possible to make a decision.

Please share your story with us, and help us change the outcome for more business owners.