Helping Founders and Business Owners Maximize Value from Exit
Trusted deal execution for main street and middle market companies across Florida — from valuation to closing.
About Me
Advisory with Clarity
With more than five years of experience in M&A and an MBA from the University of Miami, I’ve worked with dozens of owners and operators on both the investor and brokerage sides of the table. I understand the weight of the decision to sell a business and the responsibility that comes with guiding someone through the sale of their life’s work.
Coming from an investor background and now building the M&A practice at RedRoc Realty, I offer the personal attention and transparency of a boutique advisor while leveraging the broader resources, buyer network, and proven processes of the M&A industry.
Based in Florida, I specialize in main street and middle market business transactions across Tampa, Orlando, Miami, and beyond.
About Me
Advisory with Clarity
With more than five years of experience in M&A and an MBA from the University of Miami, I’ve worked with dozens of owners and operators on both the investor and
brokerage sides of the table.
I understand the weight of the decision to sell a business and the responsibility
that comes with guiding someone
through the sale of their life’s work.
Coming from an investor background and now building the M&A practice at RedRoc Realty, I offer the personal attention and transparency of a boutique advisor while leveraging the broader resources, buyer network, and proven processes of the M&A industry.
Based in Florida, I specialize in main street and middle market business transactions across Tampa, Orlando, Miami, and beyond.
About Me
Experience Meets Independence
With over 15 years in business advisory and mergers & acquisitions, I’ve had the privilege of guiding dozens of business owners through one of the most important decisions of their lives: selling their company. As an independent broker operating under a respected national brokerage network, I provide the best of both worlds.
You’ll receive the personalized attention and transparency you’d expect from a boutique advisor, combined with the extensive resources, buyer network, and proven processes of a national firm.
My approach is simple: understand your unique goals, develop a strategic plan to maximize value, and execute with precision and confidentiality.
A Proven Process
Five strategic phases designed to maximize value and minimize risk.
Initial Consultation
Valuation & Strategy
Marketing & Outreach
Initial Negotiation & Due Diligence
Closing & Transition
My Portfolio
What My Clients Says
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Key Terms to Know
01.
Asset Sale
02.
Stock Sale
03.
Professional Buyer
Professional buyer generally refers to an individual with financial expertise and/or professional credentials.
04.
Institutional Buyer
An institutional buyer is a large entity, such as a private equity group, that pools capital to invest on behalf of others.
05.
Seller Financing
A lending arrangement where seller of a business acts as the lender for the buyer, and can often be to their mutual benefit.
06.
Rollover Equity
Rollover equity results when a seller keeps a small portion of their ownership in a company after it has been acquired
Key Terms to Know
Understanding the fundamentals of business transactions.
REDROC REALTY
RedRoc Realty is a modern, full-service real estate brokerage helping buyers, sellers, and investors succeed across Florida’s most dynamic markets.
Ready to Explore Your Exit Options?
Schedule a confidential consultation to discuss your business goals and explore how we can help you achieve maximum value.