Member Profiles

Building a business is more than numbers—it’s about vision, resilience, and legacy. Yet when it comes time to transition, only 5% of owners are truly satisfied with their sale outcome. That’s not a statistic—it’s a call for change. As a Certified Exit Planning Advisor (CEPA), Executive Coach, and founder of Elite Edge Consulting, I dedicate each day to helping business owners unlock and grow enterprise value, navigate complex transitions, and exit on their terms. Whether you’re scaling an IT/agency firm, running a franchise or specialty retail business, or leading a medical or home services company, I understand that your priorities—and your definition of “success”—are unique. For 25+ years, I’ve partnered with owners across B2B and B2C, guiding them from growth to successful exit. My journey includes consulting small to mid-sized organizations at a few of the largest Financial Institutions in the United States including Curian Capital, TIAA and Fisher Investments...I then left Corporate America to start my own consulting firm so I may help mentor entrepreneurs through every stage of the exit lifecycle. What sets my approach apart? An unwavering focus on value acceleration and succession clarity—built on the EPI Value Acceleration framework, real-world process improvement and due diligence expertise. A peer mindset—no jargon, no sales pitch, just actionable insight driven by what actually moves the needle for founders like you. If you’re thinking about selling soon, looking to build a more valuable enterprise, or simply want to understand where you stand, I’m always up for a genuine conversation. Sometimes the best time to plan your legacy is while you’re still building it. Let’s connect and see what’s possible—for you, for your business, and for the legacy you want to leave.