Sell-Side Advice · Operational Consulting · Texas Trades & Manufacturing Owners

A fellow owner who's built companies, sold them, and fought the battles that come after.

I owned an HVAC and plumbing company, a metal shop, and other businesses. I built them over twenty-plus years and I sold them.

I'm a business owner, a Texas attorney, an MBA, and a construction license holder.

I advise Texas owners through the sale of their business.

How proficiency gets built

Most consultants are working with two.

Three parts, each carrying a third. The one usually missing is experience of the right kind — having run the business, signed the checks, and carried the risk, rather than advised someone who did.

Proficiency
ALL THREE
Three thirds. No substitutions.

The arc of a sale

SEVEN STAGES
Go to Is it actually time to sell?
1
Deciding
Is it actually time to sell?
Go to The year before you go to market
2
Getting Ready
The year before you go to market
Go to How buyers really get found
3
Going to Market
How buyers really get found
Go to You've been handed an LOI
4
The LOI
You've been handed an LOI
Go to Where deals get re-traded
5
Diligence
Where deals get re-traded
Go to The paperwork that decides what you keep
6
Closing
The paperwork that decides what you keep
Go to Nobody prepares you for the year after
7
After
Nobody prepares you for the year after

What a broker won't tell you

They go quiet.

Days pass with no word while your life is being decided. You won't feel like you can call.

Read how I work →

Their fee rises with the price.

Their fee is a percentage of your price. Mine is calculated from my hours, and the percentage is only a ceiling.

See a better model →

They've never owned one.

Most came up through banking or brokerage. Ask yours whether they've ever made payroll.

Read my background →

Industries

HVAC & Plumbing

  • What happens to your master license at closing
  • Whether your service agreements get valued as recurring revenue
  • How buyers discount a nine-year-old truck fleet
View Industry →

Metal Fabrication

  • Equipment appraisal versus book value in a fab shop
  • How customer concentration kills multiples
  • Backlog that survives diligence, and backlog that doesn't
View Industry →

Electrical

  • What a master electrician license transfer means at closing
  • How buyers weigh service revenue against bid work
  • Whether your crews stay when the name on the checks changes
View Industry →

Other Trades & Industries

  • Adjacent trades: demolition, general contracting, remediation, millwork
  • Other fields where I have operating experience: AI, software, general management, staffing
  • Selected engagements where the dynamics match my background
All Industries →

How I'm Paid

No commission. No success fee. Nothing that grows when your price grows.

How this works →

Latest from Insights

If you're anywhere in this process, the conversation is free and it isn't a sales call.

Contact Me