I co-found MidMarket.ai, where we help private business owners maximize their company's market value. I'm a retired CPA who founded the Alliance of Merger & Acquisition Advisors and created the Certified M&A Advisor credential program. Over four decades I've valued more than 2,000 privately-held businesses and closed over 50 deals in the $5–$500 million range. I built and sold my own accounting practice and helped scale what was once the largest middle-market M&A firm in the U.S.
Ask me about business valuation, selling a private company, M&A deal structure, and maximizing enterprise value.
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