For owners thinking about what comes next
You built the business.
Let’s sell it well.
Tampa Bay is home. I work with business owners throughout Florida.
Business Broker & Advisor with Bridge Point Bridge Point Business and Real Estate Advisors, LLC · CQ1068828
I’ve built, run, and sold a Florida service company myself. Now I help owners prepare for a sale, find the right buyer, and keep the deal moving—without losing sight of the business they still have to run.
What I bring to the table
A buyer sees numbers. I help them understand the business behind them.
A good sale story is honest, specific, and easy for the right buyer to believe. We organize the financial picture, show how the company actually earns, and address the risks before they become surprises.
I bring an operator’s eye to that work and remain your direct point of contact. When the transaction needs a broader bench, Bridge Point brings it in.
- Built
- A recurring-revenue Florida service company, grown across multiple territories
- Operated
- Teams, routes, pricing, controls, systems, and customer relationships
- Sold
- Completed my own business exit in January 2026
The arc of a sale
Six steps, start to close.
This is the whole shape of the process. Each step gets a full explanation on the seller page — but you should be able to see where this goes before you read a word of detail.
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Private first conversation
Stay high level. Nothing committed, no records needed.
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Readiness and market perspective
Find out whether the market will agree with your expectations.
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Engagement and preparation
Put it in writing through Bridge Point, then build the story.
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Confidential marketing
Screened buyers, signed NDAs, information released in stages.
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Offers and deal structure
The highest offer and the best offer are rarely the same offer.
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Due diligence and closing
Keep momentum while the buyer verifies what you told them.
Before the market gets an answer
Four questions worth settling first.
Most transactions that go badly went badly early. These are the questions I want resolved before your business is in front of anyone.
Why sell now?
Your objectives, your timing, what role you want after closing, and the realities a buyer is likely to see when they look.
What will a buyer believe?
The financial picture, operating story, value drivers, risks, and growth case — organized into a position the market can actually support.
Who should see it?
Outreach and information release stay controlled. Detail is shared in stages, based on buyer fit and qualification.
What will get it closed?
Negotiation, diligence, financing, any property questions, and transition planning still have to move together.
One relationship. A full firm behind it.
I stay close to the deal. Bridge Point adds depth where it counts.
I am a licensed sales associate employed by Bridge Point Business and Real Estate Advisors, LLC, Florida Real Estate Corporation CQ1068828. You work directly with me, while the firm supports the valuation, real estate, diligence, and transaction questions that can surface along the way.
Business brokerage · Valuation perspective · Commercial real estate · Transaction support
- Bridge Point Business & Real Estate Advisors bridgepointbrea.com
- The full service list bridgepointbrea.com/services
- Bridge Point Business Brokerage bridgepointbb.com
Business brokering
Buyer and seller matching, negotiation and due-diligence oversight, transaction management through to closing, and confidentiality discipline across the whole process.
Valuation and market analysis
Business valuation and market-analysis capability in house, supported by a managing broker holding active Florida CPA and Certified Valuation Analyst credentials.
Commercial real estate
Site and lease analysis, purchase agreements, and investment property review — so when a building is part of the sale it is handled inside the same firm rather than handed off.
Specialist capability
Business valuations, forensic accounting, real estate appraisal, tax and financial advising, property management, and an established referral network for legal, title, lending, and insurance work.
Not every transaction needs every discipline. Legal, tax, accounting, lending, appraisal, and other specialized services are separate professional engagements and may involve additional agreements and fees. Capabilities described here are Bridge Point's published services; nothing on this page should be read as a promise about the staffing of any particular assignment.
I have been the owner on the other side of this decision.
I built and operated a service business, then sold it. I know the difference between a company that runs and a company a buyer can understand. I also know the strain a sale process puts on an owner while the business still has to perform every single day.
So the approach is practical and direct. Learn how the company really works. Say plainly what needs attention. Move the transaction forward without creating unnecessary noise around it.
Market scope
Service businesses are familiar territory. Not the only territory.
My deepest operating experience is in service and recurring-revenue companies. That is a starting point, not a boundary. I welcome conversations with owners across privately held industries and company sizes.
First questions
Straight answers before you commit to anything.
Is this only for service businesses?
No. Service and recurring-revenue companies are where my own operating background runs deepest, which is useful context — but it is not the limit of the practice. Bridge Point handles business sales across privately held industries.
Do I need to know what my company is worth first?
No. Bridge Point offers business valuation and market-analysis capability. A credible market view weighs earnings, risk, transferability, growth, comparable market evidence, and deal structure together.
To be clear about what this is and is not: a market view or opinion of value is not a certified appraisal, and it is never presented as one. Formal valuation or appraisal work may require a separate engagement.
What if commercial property is part of the picture?
Bridge Point provides commercial real estate services alongside business brokerage, so the operating company and the real property can be considered together rather than as two disconnected transactions.
Will my business be advertised as soon as we talk?
No. A first conversation is exploratory and changes nothing. Marketing and the release of detailed information should only begin after positioning, scope, and a confidentiality process have been agreed, and after a written listing agreement is in place with the brokerage.
How is confidentiality actually protected?
Information moves in stages rather than all at once. Prospective buyers can be screened for fit and financial capability, and required to sign confidentiality agreements before receiving protected information about your company.
No process can promise perfect secrecy, and any advisor who tells you otherwise is overselling. What a disciplined process does is control who learns what, and when.
Does contacting you commit me to anything?
It does not. Submitting the inquiry form or sending an email does not create a brokerage or agency relationship. Representation begins only under a separate written agreement with Bridge Point Business and Real Estate Advisors, LLC.
Tell me what you are weighing.
You do not need a polished sale plan or a finished set of books to start a conversation.
Where are you in this?