Our Story

Throughout my career as a CERTIFIED FINANCIAL PLANNER® professional, I’ve worked closely with business owners to help them manage their portfolios, plan for taxes, and secure their financial future. But time and time again, I noticed a critical gap: while financial advisors excel at managing personal wealth, they often fall short when it comes to helping clients maximize the value of their most important asset—their business.
Too often, business owners are so focused on day-to-day operations that they neglect to prepare for their eventual exit. When it comes time to retire or move on, many haven’t positioned their business to attract the right buyers or command the best price. A lifetime of hard work can be sold short because the business wasn’t sale-ready.

That’s why Sale Sidekick was started.

Sale Sidekick is dedicated to working exclusively with business owners to prepare their businesses for a successful sale—long before they ever meet with a broker or list their business on the market. Unlike traditional business brokers who often charge 8-10% of the sale price, my goal is to help you maximize your business’s value at a fraction of that cost. By investing time and effort upfront, you can potentially save hundreds of thousands of dollars in brokerage fees while achieving a more profitable and satisfying exit.

Your business is more than numbers on a spreadsheet. It’s a reflection of your vision, your values, and your hard work. And just as no two businesses are the same, neither are the paths to a successful sale.

At Sale Sidekick, we focus on identifying the areas of your business that matter most to potential buyers. Every business has its strengths and weaknesses. In our experience, there are usually two or three areas where a business excels—and just as many that need improvement to appeal to buyers. By strengthening these weaker areas, we ensure that your business not only sells but sells for what it’s truly worth.

Selling your business is one of the most significant decisions you’ll ever make. It’s deeply personal, and the stakes are high. That’s why we provide a personalized, hands-on approach to help you achieve your unique goals. We’ll work together to build a roadmap that’s tailored to your business, your timeline, and your vision for the future.

Whether you’re planning to sell in five years or five months, it’s never too early to start preparing. Sale Sidekick isn’t just about getting to the finish line—it’s about ensuring you cross it with confidence, knowing you’ve maximized the value of your life’s work.

Let’s make sure your next chapter starts the way you’ve always envisioned.

Contact Me