Legacy Preservation
Secure the future of your business
You’ve built your business. What’s next?
Strategic Planning
Planning for Business Transition
Internal Transitions
Family or Internal Transition
Maximize Your Exit
Financial and Process Stability
External Transitions
Selling your Business to an Outsider
I’m David
I am a US Military veteran with primary background in construction/trades and building products manufacturing with significant people leadership (up to 30 blue collar crafts people) and ops management (multi shift/near 24-hr ops). I have worked with dozens of small businesses and have launched multiple entrepreneurial ventures of my own. I also add an MBA (finance concentration), 3 years of corporate experience (software sales + corporate strategy & finance) + licensed engineer, but equally at home operating a shovel as building fancy excel models. My secret sauce combines knowledge from the military, corporate USA, and small business and combines my experience across operations, finance, and strategy to bring all the necessary pieces together. I work with business leaders to identify their ideal outcomes and then build plans to develop the financial structure and operational processes necessary to achieve those outcomes.
Don’t let your business’ success end with you
If you’ve been fortunate enough to beat the odds and grow your business past the 5 or 10 year mark, you’ve achieved a remarkable amount of success. Maybe you want to continue to operate the business as long as you can, and that’s great. But one way or another, eventually you will transition out of the owner/operator role–are you laying the groundwork now for your business to succeed beyond you?
