Four ways I help Pacific Northwest owners.

Sell-side

Selling your business

Most owners sell exactly once. My job is to make sure that one time goes well.

I represent owners of privately held companies in confidential sale processes, from initial positioning through closing. ACT's competitive Auction Process is built to create real tension between qualified buyers rather than negotiating with one at a time.

That typically means a better price, better terms, and — just as important — a buyer who's a good fit for your team and your legacy.

• Confidential marketing and buyer outreach
• Curated buyer universe: strategic, financial, and family office
• Positioning, CIM, and financial packaging
• Structured Auction Process to drive competitive bids
• Negotiation of LOI, purchase agreement, and closing

Buy-side

Acquiring a company

For strategics, family offices, and search funds pursuing targeted acquisitions.

Whether you're looking to add capability, geography, or scale in the Pacific Northwest, I help identify, approach, and negotiate with owners who aren't publicly for sale.

The best acquisitions rarely appear in a banker's inbox. They come from relationships and patient sourcing.

• Acquisition thesis development
• Proprietary target sourcing across Oregon and SW Washington
• Outreach to owners on your behalf
• Valuation, structuring, and LOI negotiation
• Coordination with legal, tax, and diligence advisors

Valuation

What is my business actually worth?

A real answer, grounded in what buyers are paying today.

Owners routinely hear wildly different valuation opinions — often from people who won't be the ones writing the check. I ground valuations in recent comparable transactions, current buyer appetite, and the specific quirks of your company.

This is often the starting point for a sell-side engagement, but it's also a healthy standalone exercise.

• Market-based valuation using recent comps
• Range of expected outcomes, not a single number
• Identification of value drivers and detractors
• Confidential — no obligation to sell

Exit planning

Getting ready to sell (in 1–3 years)

Most of the value created in a sale is created before the process starts.

If a sale is 12 to 36 months out, we have time to actually move the number. That might mean cleaning up financials, diversifying customer concentration, developing the management team, or documenting the operating playbook.

The goal is to walk into a process with fewer surprises and more leverage.

• Readiness assessment across financial, operational, and commercial
• Prioritized list of value-creating moves
• Quarterly check-ins as the sale window approaches
• Warm handoff into a sell-side process when you're ready