
When you work with a Certified Business Intermediary (CBI), you’re choosing a seasoned professional who meets the highest standards in the industry. As a CBI and recipient of the IBBA Chairman’s Circle Award, Dave brings proven expertise, ethical leadership, and a track record of successfully guiding business owners through high-stakes transactions with precision and care.
I help you prepare for a successful and confidential exit by guiding you through a focused process of assessment, valuation, and strategy—customized to your business and your goals. The result is a clear, actionable plan that maximizes value and delivers the exit you deserve for all of your hard work.
I specialize in helping owners of businesses generating between $1M and $20M+ in annual revenue—whether you’re in manufacturing, healthcare, professional services, distribution, construction, tech, or hospitality. My focus is on delivering a tailored exit strategy that fits your goals, your timeline, and the unique dynamics of your industry.
Because I’ve sat on your side of the table. I know what it means to pour your life into a business—and what it takes to step away the right way. I bring a steady hand, real-world experience, and a proven process to help business owners navigate the sale with confidence, clarity, and confidentiality. This isn’t just a transaction—it’s a turning point, and I’m here to make sure it’s handled with the care it deserves.
It starts with a conversation—about your goals, your business, and what a successful exit looks like. I’ll assess your business through a buyer’s lens, identifying strengths, risks, and opportunities. Then we outline a personalized strategy and walk through a structured sales process designed to attract the right buyers, protect confidentiality, and maximize value. It’s a focused, thoughtful approach that gives you clarity and confidence moving forward.
It’s simple—just reach out. You can schedule a consultation using the contact form or give me a call directly at 479-263-7330. We’ll have a straightforward, confidential conversation to see where you stand and how I can help you move forward with a smart, strategic exit.