A Simple, Strategic Approach That Works

CLARIFY

We define what you want next - more freedom, equity, better support, higher net payout, or all of the above

EXPLORE
NEGOTIATE
EXECUTE

I show you real options that match your goals. No fluff, no pressure.

I help you get a stonger deal - structure, payout, and long-term upside

You make the move or prepare to sell and I consult you with best practices throughout

  • 🧠 Real Expertise, Not Corporate Fluff
    15+ years in the industry with a boutique, hands-on model

  • 🗣️ Clear Communication That Cuts Through the Noise
    I've been a company recruiter and know the questions to ask and not to take things at face value

  • 🎯 No Quotas, No Agendas
    I’m independent. I don’t care who you choose—I care that it’s right for you

WHY ADVISORS LIKE YOU WORK WITH ME