Progress Works
providing job training and employment opportunities that help individuals build sustainable futures.
The Why
My Mission: Help Owners Make Their Next Move Count
Owning and operating a business gives you a perspective few understand — it's personal, it's all-encompassing, and every decision carries weight. My mission is simple: to help you protect the value you've built and position it for what's next — whether that's expansion, transition, or succession.
I'm here to make sure your next move strengthens, rather than risks, what you've created.
The difference between a good decision and a great one is preparation.
The How
Strategy Before Transaction
I approach every engagement with one principle — think strategically before you act transactionally.
Before we discuss structure or timing, I focus on understanding the entire picture: your goals, your business model, your value drivers, and your long-term outcomes.
From there, we build a strategic roadmap that gives you clarity and leverage. It's a disciplined process — grounded in experience, guided by data, and tailored to your specific situation.
Diagnose
Define where the business stands today.
Design
Develop a plan that aligns strategy, structure, and timing.
Deliver
Execute with precision and protect long-term value.
The What
Advisory, Not Intermediation
I don't sell businesses. I strengthen them.
My work sits between financial advisory, operational strategy, and ownership transition — helping business owners navigate complex decisions with confidence and control.
Areas of Focus:
- Strategic Advisory — Hands-on guidance for growth, recapitalization, and long-term planning.
- Mergers & Acquisitions — Structuring and managing deals for sustainable success — not short-term gain.
- Private Capital Access — Positioning your company to attract and manage capital responsibly.
This approach combines deep transaction knowledge with the perspective of someone who's owned and operated companies himself. It's pragmatic, disciplined, and entirely focused on creating value that lasts.
A Philosophy Grounded in Real Experience
Throughout my career, I've seen too many owners underestimate the power of strategic preparation.
A transaction is an outcome — not a strategy. My job is to help you see what's possible, what's practical, and what's profitable before you act.
Real strategy is knowing what to say no to — and how to position for what's next.
This belief guides every engagement. I'm selective with clients because each relationship requires focus and trust. The goal is never to push volume; it's to create clarity and impact that last long after the deal is done.
A Trusted Perspective
40 years of experience
Hundred plus completed transactions
Multi-industry expertise
Philanthropy & Community
Committed to Giving Back Where It Matters Most
Supporting the community has always been part of how I define success. Over the years, I've been fortunate to contribute to organizations and causes that strengthen lives — from veterans and children's programs to local animal welfare and workforce initiatives.
Today, I continue to support two organizations that reflect those values:
Zoomies Funny Farm
an animal welfare organization dedicated to rescue, care, and adoption for animals in need.
Beyond these, I remain an active donor and sponsor for community-based efforts that make a tangible difference. For me, giving back isn't separate from business — it's part of being invested in the people and places that shape our shared future.
Let's Discuss What's Next
If you're considering your next move — growth, transition, or simply defining your options — I'd welcome the conversation.
Together, we'll focus on strategy first, so every decision builds toward lasting value.