Business Consulting
I help owners make their business stronger now, in ways that also prepare it for a sale later. The work is practical: clearer numbers, written steps, better tools, a cleaner online presence and less of the day running through you.
You don't have to do all six areas. A project can start with one recurring problem or unanswered question. Here are examples of what that work can look like.
If you keep more than one version of the numbers, or a bank meeting is coming up, I can gather your statements and tax returns, list what's missing and work with your bookkeeper on a simple monthly routine. Your accountant makes the accounting calls; the lender decides what to ask for.
If finished jobs sit waiting to be billed, I can follow a few real jobs from done to invoiced and write down each handoff. Your team gets a checklist, and a manager tries it on real work before it becomes the rule.
If leads live in inboxes and spreadsheets, I can help set up one place to track them, with a small automation when it helps. We send test inquiries to make sure each one reaches the right person.
If your website and listings look dated or don't match, I can help tighten your website, profiles and basic marketing so customers and buyers get a clear, professional first look. We check each change and make sure inquiries still come through.
If only you can approve unusual quotes, I can help write down how you price them and walk a trusted teammate through real examples. You set the limits, and they show they can do it before you hand it off.
If you're not sure what a buyer would ask about contracts, customers or suppliers, I can gather the key documents and list what's missing. Anything legal goes to your attorney.
When you're ready to sell
I represent buyers and sellers of Main Street and lower middle-market businesses.
See business brokerageBusiness intermediary, eXp Commercial. Real estate salesperson licensed in WI, MN and FL.
No cost, no obligation.
I learn your business and write a proposal.
A set scope, measured in weeks.
I run it for you, or train your team.
In writing
Scope agreed in writing first.
Straight answers
It must pay for itself, or I'll tell you to wait.
Right size
Sized for an owner-led business.
No cost, no obligation. Scope agreed in writing first.