The Efficiency
Conductor

FOR THE PEOPLE OWNERS ALREADY TRUST

Know an owner asking
“What comes next?”

A thoughtful introduction can help them see their options more clearly.

I help owners build more valuable businesses that depend less on them, so they can keep them, step back, or prepare to sell from a stronger position.

Think of me when you hear:

  • “I’m thinking about selling, but I don’t know where to start.”
  • “I want to step back, but everything still comes through me.”
  • “Someone wants to buy the business. Who should I talk to?”
  • “What should I fix before I explore a sale?”
  • “I don’t know if I want to sell or just work differently.”

They don’t need to know whether they want to sell, or which service they need. We start with their situation and what they want to make possible.

Thinking about your own business? Start here

MAKE AN INTRODUCTION

Who’s on your mind?

If they’re comfortable hearing from me, share a few details. This comes directly to me.

By submitting, you confirm they’re comfortable with me contacting them and mentioning your name. Details are never added to a marketing list. Privacy policy.

WHAT HAPPENS NEXT

A conversation.
A clear next step.

  1. I review your introduction.

    I personally review the context and reach out to the owner, mentioning your name.

  2. We explore their situation.

    A complimentary 30-minute fit conversation helps clarify what they want, what feels unresolved, and whether I can help.

  3. I recommend the right direction.

    That might be a diagnostic, strategic planning, advisory, or a specialist introduction. There is no obligation to buy an engagement.

A COMPLEMENT TO YOUR RELATIONSHIP

The right expertise.
At the right time.

I work with owners of established businesses, typically with $1M–$25M in annual revenue, who have the willingness and capacity to act. Their direction can still be undecided.

If you’re their CPA, broker, attorney, financial advisor, or another trusted partner, we build on the relationship you already have. My role is strategic clarity and business improvement. Valuation, tax, legal, and transaction work stays with the appropriate specialists.

For brokers and M&A advisors, a useful introduction is an owner with a viable business who needs to address leadership or operating gaps before going to market. When an owner is ready to explore a transaction, I help them identify an appropriate advisor.

Explore the owner’s next chapter

AN EASY WAY TO INTRODUCE ME

“You should talk to Zach. He helps owners think through whether to keep, step back from, or sell their business, then figure out what needs to happen next.”

Prefer to connect us directly? A warm email introduction works too.

Introduce us by email