Strategic Guidance for Atlanta Business Owners: Building Value and Planning Successful Exits

In the vibrant and ever-evolving Greater Atlanta area, business owners face crucial decisions when it comes time to sell. For many, selling a business is about securing a legacy, ensuring financial stability, and opening new doors for their families. At EDGE Business Advisors, I lead a team dedicated to helping business owners achieve these goals with a personalized approach tailored to each client’s situation.

A Wealth of Experience at Your Service

Whether your business has flourished over decades and you’re considering retirement, or you’re facing a more immediate need to sell due to life changes like illness or divorce, I bring the training and insight gained from years in private equity and commercial banking to every transaction.

From leading multi-million dollar acquisitions and divestitures in the middle market to working hands-on as President of a construction company, I’ve seen what drives value in businesses of all sizes and know how to leverage it for optimal outcomes. This background enables me to bring Wall Street-grade insights to Atlanta’s small and lower-middle market businesses.

Supporting Your Goals:

Growth, Exit Planning, and Sales

My approach is to work with business owners long before they even think about selling. If you’re looking to grow your business with an eye on future value, we’ll start there, with practical, executable steps to increase profitability and long-term viability. Our financial modeling tools and experience with SBA and conventional financing make us a strong resource for business owners who need to build capital or secure loans to support growth.

When the time comes to exit, my team and I create clear, strategic exit plans customized to your business’s goals. We work side-by-side with business owners to understand both their professional and personal aspirations, structuring exits that align with their values and provide maximum return. By addressing each business holistically—from its financials and real estate needs to marketing and client relations—EDGE ensures a smooth transition for all parties involved.

A Well-Rounded, High-Impact Team

At EDGE Business Advisors, our well-rounded team with expertise in finance, real estate, legal, and marketing, enables us to offer a comprehensive suite of services. This holistic approach helps us provide seamless support at every stage, from initial evaluation to closing the deal.

Creating Wealth and Legacy

Helping business owners in Atlanta isn’t just a job; it’s a mission rooted in a belief that strong businesses enrich families, communities, and economies. Whether you’re seeking a secure retirement or the next chapter for your life’s work, I’m here to help you maximize the legacy you’ve built. For those who want to learn more about planning for an eventual sale or simply want to understand the value of their business, I invite you to connect with us at EDGE Business Advisors. Let’s work together to secure a prosperous future for you and your family.