Business Services

We work with owners as a business coach and as a fractional CEO and CFO, usually a hybrid of the two. The goal is a company that is viable on its own terms, with a culture people want to work in, and an owner who has a real choice about when to leave.

That comes out of twenty years in high volume dentistry, running and advising multi-site operations across four states, and out of years of mergers and acquisitions work. One taught us how a business that has to perform every single day actually runs. The other taught us exactly what a buyer looks at when the time comes to sell it.

That means treating the exit as something you schedule, not something that happens to you. The work that makes a business sound to run is the same work that earns a healthy valuation: clean books, a team that does not depend on the owner, revenue that repeats, and a culture a buyer can see for themselves. Started early, it compounds. Started late, it is a scramble.

We broker sales as well. By the time a business reaches the market, though, most of its value has already been settled.