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My expertise

I have worked with circa 1,000 business owners to date so I have seen a wide variety of opportunities and challenges in private business. My main expertise includes: 

  • Compiling business plans

  • Planning small business purchases / acquisitions

  • Optimising small business sales

  • Alternative exit options for business owners (to business sales)

  • Open-book management - a workplace culture of high performance

  • Incentive systems (particularly profit shares and employee share plans)

  • Financial modeling and valuation

  • Business coaching

  • Executive coaching

  • Presentations and public speaking

My credentials include:

  • 2012: Certified Exit Planning Adviser (membership now inactive)

  • 2013: Bachelor of Commerce (Financial Accounting Major)

  • 2013: Cert IV in Business Broking

  • 2015: NACVA 40 Under 40 Honoree

  • 2019: Certified Financial Modeling & Valuation Analyst (transcript)

  • 2019: Certified NLP Practitioner

  • 2020: Certified Banking & Credit Analyst (transcript)

A testimonial from a satisfied client:

“What I appreciate is that there have been no warm and fuzzy ideas, he is up front with the process its pitfalls and benefits. Sam is approachable, will listen, friendly and makes everything easy to understand.”


And another:


"For small business operators looking to find the ideal exit strategy, Sam's intimate knowledge of all the moving parts to create a successful outcome makes him a very valuable asset to any business.


For investment bankers, Sam is also an accomplished financial modeler and slots easily into a team."

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