RESOURCES
Explore our collection of free tools, guides, and valuation resources built for seasoned business owners preparing to sell, step back, or simply plan ahead. Whether you’re in home services, manufacturing, distribution, logistics, or another Main Street industry, these resources offer honest, strategic guidance—without the fluff.

Business Valuation- EXAMPLE

Free Business Opinion of Value- EXAMPLE

Guide to Selling Your Business

Guide to Selling Your Restaurant

Roofing: Scale and Sell

EXAMPLE: Confidential Information Memorandum
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Why Buyers and Sellers Don’t Agree on Business Valuation — And What to Do About It
Many business owners are surprised — or even offended — when they receive a valuation that’s significantly lower than what they...
You Think Your Business Is Worth $2M — But It Might Only Be Worth $1.4M
Many business owners are shocked when they hear the real value of their company — especially when they’re generating millions in revenue. Here’s the common situation: Revenue: $3,000,000 EBITDA (Profit): $700,000 Owner is still GM and head of sales. You might expect a...
5 Ways a General Manager Transforms Small Business Owners
Small businesses need general managers to professionalize and operationalize their business. For many small business owners, the idea of hiring a General Manager (GM) feels like a luxury. In reality, it’s often the most strategic and profitable hire you can make. A...
Manufacturing GM: Top Qualities for Small Business Success
Hiring a general manager for a manufacturing business is one of the smartest strategies for owners not ready to sell but eager to step back from day-to-day operations. If you’re a manufacturing business owner thinking about succession planning, exit readiness, or...
Tennessee Small Business: How to Prepare for New Tariffs
And Why It's a Wake-Up Call to Think Long-Term With new tariffs back in the headlines, small business owners—especially those who import products or rely on global supply chains—need to pay attention. Tariffs don’t just hit importers. They ripple across entire supply...
Small Business Transformation by Hiring an Operator
As a small business owner, you wear every hat—CEO, HR, marketing, finance, and sometimes even janitor. That’s the reality of entrepreneurship, but it comes at a cost: your time, your growth potential, and ultimately the value of your business when it comes time to...
How to Retire and Get Cash from Your Business
In this video I overview my two main services: helping you list your business or helping you hire an operator to run and grow it for you.