As a Business Broker and former CFO, I help business owners maximize the value of their life’s work. With more than two decades of executive leadership—including scaling multimillion‑dollar insurance and professional services organizations—I bring a rare combination of financial acumen, operational insight, and hands‑on M&A experience to every transaction. My background includes serving as CFO and Head of Finance for one of the most profitable platforms within Acrisure, where I oversaw financial operations across seven states and contributed to significant revenue growth. Earlier, I helped grow Nielson Hoover Group from $15M to over $41M in revenue and played a key role in its sale to Acrisure at one of the highest multiples the industry had seen. My resume highlights that I “led integration of multimillion‑dollar merger and acquisition” and “enabled sale of company… with the highest multiples the industry offered.” Today, I leverage that same expertise to guide business owners through valuation, preparation, marketing, negotiation, and successful exit. I understand what buyers look for, how deals are structured, and how to position a company for maximum return—because I’ve been on the inside of these transactions for years. Whether you’re preparing to sell, exploring your options, or seeking a strategic acquisition, I bring clarity, confidence, and a proven track record of results to the process.
