Exit and Growth Advisory Services

You don’t need another consultant. You need someone who’s been in your seat.

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Start Right. Scale Smart. Exit Strong.

Growth & Exit Advisory for Healthcare and Tech Founders

Most exit advisors have never run a company, let alone sold one. They’ll tell you to clean up your books and build a data room. What they won’t tell you is how to prepare for the identity crisis that hits six months after you’ve cashed the check. Or the regret of leaving money on the table because you didn’t know what buyers actually value.

I built Clarity Quest Marketing from scratch, grew it for 22 years, and sold it to private equity in 2023. I took the Chief Growth Officer role in the holding company and learned what happens when the champagne wears off. Now I work with B2B owners and founders who want to exit strategically, not desperately.

Get Ready Before Buyers Show Up

You get one shot at selling your business. Most founders don’t realize they’re unprepared until they’re already in due diligence. By then, it’s too late to fix the issues that tank valuations or kill deals.

I help you figure out if your business is actually sellable, what’s going to hurt your valuation, and how to fix it before you engage with buyers. Then I’m on your side as you engage in the sale process whether you choose a strategic or financial buyer.

  • Sellability Audits

  • Valuation Reality Checks

  • Deal Stage Navigation

  • Post-Deal Strategy

  • Coaching After Failed Exits

How I work

I work on 3+ month retainers because effective advisory requires getting deep into your business. I’ll give you an honest assessment of where you are and what needs to change before buyers start circling and then work with you to fix any issues.

Exit Readiness Assessment

Not all growth creates maximum value. Growing through one-off projects lowers your valuation. So does customer concentration, unpredictable revenue, or a team that can’t function without you. I’ll help you focus on growth that actually increases your multiple.

Growth Strategy for Exit

Not all growth creates value. I’ll help you focus on the metrics, customer segments, and operational improvements that increase your multiple and attract serious buyers.

Pre-Sale Positioning

Before you talk to buyers, you need a story that makes sense. Not the story about how hard you worked or how much you care. The story about why your business is worth more than the others they’re evaluating.

Post-Exit Planning

What happens after you sell? I’ll help you think through identity, purpose, non-competes, earnouts, and what’s next—so you don’t end up untethered and regretful.

Who This Is For:

  • B2B companies with $2M+ in revenue
  • Owners considering an exit in the next 1–5 years (or those wondering if they should)
  • Founders who want to sell from strength
  • Leaders who understand building and selling are two different skill sets

What I don't do:

I don’t raise capital. I don’t handle distressed sales or turnarounds. I can make introductions to brokers, but I don’t handle brokerage personally. I help you build a more valuable, sellable company from a position of strength, guide you through the deal, and prepare you for what comes after.

Let's talk about your exit.

I’ll tell you what’s working, what’s going to hurt your valuation, and whether I’m the right person to help you fix it.