With over 20 years of business management experience and 15 years in accounting and tax, I specialize in helping business owners plan and execute successful transitions. Whether it’s buying, selling, or growing a business, I focus on creating tailored strategies that align with each client’s goals. I hold a Master’s Degree in Taxation and have personally acquired and sold several businesses, both as a broker and as an owner. These hands-on experiences give me a practical understanding of what it takes to navigate the complexities of exit planning and business transactions.
I also founded and scaled an accounting firm tripling its revenue over five years, so I know the effort it takes to build something meaningful—and how important it is to make the most of it when the time comes to exit. I’m passionate about working with entrepreneurs to create clear, achievable plans for their next steps, whether they’re maximizing value in a sale, planning a succession, or setting up for long-term success.
Originally from Utah, I’ve always been drawn to the stories behind small businesses and the people who build them. My approach is straightforward: practical advice, clear communication, and a focus on delivering results that matter.