Sell and Buy-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 Texas attorney, an MBA, and construction licensee.
I advise Texas owners on operational excellence and the purchase and sale of their business.
Most advisors and brokers have never been the owner.
The arc of a sale
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
- —HVAC licensing considerations at closing
- —Whether service agreements get valued as recurring revenue
- —How buyers discount a nine-year-old truck fleet
Plumbing
- —Plumbing licensing considerations at closing
- —Service revenue versus rough-in mix
- —Whether licensed crews stay after a sale
Mechanical Contracting
- —How buyers read negotiated versus hard-bid backlog
- —Why bonding and GC concentration affect the multiple
- —How contract assignment works at closing
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
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
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
Services & Structure
Owner Coaching
A standing conversation with someone who has run one. You bring what's actually on your mind and I tell you what I saw when I faced it. No program, no cohort, no dues.
Learn about owner coaching →Operational Consulting
Project work inside the business. Job costing that produces a real gross margin. Books that answer a buyer's questions. Reducing what depends on you personally.
Learn about operational consulting →Selling Your Business
Running the process start to finish. Positioning, buyer communications, LOI, diligence, close. Or the conclusion that now isn't the time.
Learn about selling your business →