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Serving Arizona

Business exit planning in Arizona.

For Arizona owners of $4M–$15M companies who plan to sell in the next few years: I fix the one thing capping your value — usually owner-dependence — and aim about four years of disciplined work at a premium exit. Serving Phoenix, Scottsdale, Tucson and statewide.

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Why it matters here

Arizona is full of owner-built companies — and owner-dependent ones.

Arizona's decades of population and construction growth produced a deep bench of owner-operated service and trades businesses: HVAC, plumbing, electrical, landscaping, residential construction, and the wholesale and light-manufacturing firms that supply them. Many were built by one person whose judgment, relationships, and hustle still run through everything.

That same owner-dependence is exactly what caps the price a buyer will pay. A company that can't run without you is risky to acquire — so it sells at a discount, if it sells at all. Fixing that, in the right order, is the work.

See The Four-Year Exit Method
  • Residential service & the trades (HVAC, plumbing, electrical)
  • Construction-adjacent and field-service companies
  • Light manufacturing
  • Wholesale & retail distribution
  • Owner aged 50–65, exit in 2–5 years

Where I work

Across Arizona — and remote nationwide.

Phoenix

Metro Phoenix, Scottsdale, Mesa, Tempe, Chandler and Gilbert.

Tucson

Southern Arizona owner-operated businesses.

Statewide

Flagstaff, Prescott, Yuma and beyond — plus owners nationwide.

Common questions

Exit planning in Arizona.

No. I work with owner-operated companies across Arizona — Phoenix, Scottsdale, Mesa, Tempe, Tucson, Flagstaff and the rest of the state — and with owners nationwide. Most of the engagement runs through working sessions that don't depend on being in the same room.

A broker lists and sells your business roughly as it is today. Exit planning comes years earlier: I spend about four years with you fixing the one thing that caps your value — usually owner-dependence — so that when you do sell, the multiple is materially higher. I build the value; a broker transacts it.

Owner-operated companies doing roughly $4M–$15M in revenue — residential service and the trades (HVAC, plumbing, electrical), construction-adjacent services, light manufacturing, and wholesale/retail. Typically an owner aged 50–65 planning to exit in two to five years.

Yes. The initial Exit-Readiness Assessment and the first 30-minute call are free. From there, the Diagnostic carries a fixed fee that is fully refundable. Implementation is milestone-based — you pay as enterprise value is created.

Arizona owners

Find out what your business is really worth — and what's capping it.

Start with the free Exit-Readiness Assessment, then a 30-minute call to map the few moves that move your multiple most.

(435) 467-8779

Based in Utah instead?