I bring a unique perspective to business owners preparing to sell: decades of experience on the buy-side of M&A. Throughout my career, I’ve evaluated, negotiated, and closed numerous acquisitions, so I understand exactly how buyers think—what they’re looking for, how they assess value, and how they structure deals. Today, as the founder of Legacy Transition Partners, I use that experience to advocate for sellers, helping them approach the exit process with clarity, confidence, and leverage.
I hold both undergraduate and MBA degrees in business, which provide a strong foundation in finance, strategy, and management. My background spans corporate development, private investment, and executive leadership—giving me a practical, well-rounded view of how businesses grow, operate, and ultimately transition.
I’ve spent years sitting across the table—digging into financials, uncovering risks, and shaping offers. Now, I put that knowledge to work on behalf of owners who want more than just a broker. I offer strategic guidance, market insight, and hands-on deal execution focused on maximizing value and preserving legacy.
As a Certified Exit Planning Advisor (CEPA), I bring a structured, process-driven approach to each engagement. From early planning through closing and beyond, I work closely with owners to ensure they’re fully prepared—personally, financially, and operationally—for the most important transaction of their lives.
At Legacy Transition Partners, I intentionally work with a limited number of clients to ensure each engagement receives the attention it deserves. Whether you’re just starting to plan or ready to go to market, I’m committed to helping you exit on your terms—with an advisor who understands exactly how the other side thinks.
