...who can I connect you with?

Think of me as your relationship quarterback...

M&A Attorney

You need an attorney who’s well versed in Mergers and Acquisitions in order to smoothly and successfully sell your business.

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Request an introduction

Tax Accountant

You need a qualified tax accountant to decide what structure is going to work best for you in terms of net proceeds for the sale, so that you can plan your future and retirement.

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Request an introduction

Business Consultant

You need someone to help get your “house in order” so that when you do sell your business, you’re getting a higher valuation for it.

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Request an introduction

Bookkeeper/Accountant

You need to get your books in order before you try to sell your business. Similar to staging a house, you want to have everything in the right place

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Request an introduction

Other Referral Requests

Do you have a different referral in mind? I am happy to discuss other connections and relationships that will benefit you in every step of your exit planning.

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Request an introduction
M&A Attorney
Tax Accountant
Business Consultant
Bookkeeper/Accountant
Other Referral Requests
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Introduction

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If you’re thinking of selling your business, the sooner you take action, the more opportunities there are to increase the value of your business when it’s sold.

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Sage Intermediaries M&A Advisory
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