Beyond the Closing Table: Driven by Impact

I don’t just help people sell businesses—every closing sends a ripple out into the world.

A portion of every fee I earn goes straight to organizations working on the things I care about most: relieving California poverty and food insecurity, supporting kids and families, protecting LGBTQ+ youth, and delivering global relief.

I like to keep it simple: when a deal closes, someone else’s life gets a little easier too. It is my way of balancing high-stakes exit advisory with staying deeply grounded in service. If we work together, you aren’t just engineering your next financial chapter—you are directly funding real, on-the-ground impact.

Core Impact Partners

Building Opportunities for Self-Sufficiency (BOSS): Empowering California individuals and families to overcome poverty, trauma, and homelessness.
The Trevor Project: Providing life-saving 24/7 crisis intervention and suicide prevention services for LGBTQ+ youth.
School on Wheels: Delivering direct tutoring, school supplies, and educational support to homeless children across California.
Feeding California Food Banks: Supporting regional networks like the LA Regional Food Bank and Second Harvest to combat local food insecurity.
Doctors Without Borders: Delivering emergency medical care and humanitarian relief in conflict zones and disaster areas worldwide.

Why This Matters

I have spent my career helping owners build, scale, and exit companies. The financial return is vital, but it isn’t the whole story.

Giving back ensures that the success created at the deal table reaches far beyond it—from local shelters and classrooms to clinics and food banks. When we win at the closing table, others win too. Thank you for helping make this impact possible.