Sell-Side Advisory · Accounting & Professional Services Firms

I've been the buyer.
Now I help owners sell.

I led acquisition finance for a holding company buying Marketing and Advertising Agencies — underwriting deals, structuring SBA and seller financing, and integrating acquisitions. Today, I bring that buyer's discipline and hands-on accounting firm experience to your sale.

By the numbers

Hundreds

Business and deal reviews

$55M+

Real estate and project financing brokered

M&A

Acquisition finance leadership across multiple agency acquisitions

$600M+

Annual disbursements governed

Why it matters for your sale

The buyer's side, working for you.

Buyer's lens

Firsthand experience underwriting margins, customer retention, and team structure.

Accounting firm insider

I run ThinkProfit and actively evaluate accounting firm acquisitions, with a focus on how strategic firms, PE-backed buyers, and independent sponsors assess opportunities.

Financials that hold up

Normalized earnings, clean add-backs, and a financial package built for diligence.

How we work

A straightforward process.

01

Prepare

Financial package, normalized EBITDA, and a confidential offering memo.

02

Market

Targeted, confidential outreach to qualified buyers.

03

Support

LOI, diligence, and closing support alongside your counsel.

B.S. Finance, Oklahoma State (Minor in Accounting)Wall Street Prep (M&A, LBO, DCF)QuickBooks ProAdvisorXero CertifiedDigits Partner

Thinking about your exit?

Let's have a confidential conversation about what your firm is worth, and what it would take to get there.

Confidential. No obligation to engage.